Forvis Mazars Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.7M | Buy |
1,060,998
+125,209
| +13% | +$6.22M | 1.14% | 14 |
|
|
2025
Q1 | $46.8M | Buy |
935,789
+11,008
| +1% | +$550K | 1.12% | 13 |
|
|
2024
Q4 | $46.4M | Buy |
924,781
+81,180
| +10% | +$4.07M | 1.07% | 17 |
|
|
2024
Q3 | $43.3M | Buy |
843,601
+72,458
| +9% | +$3.71M | 0.99% | 21 |
|
|
2024
Q2 | $38.8M | Buy |
771,143
+43,953
| +6% | +$2.21M | 0.97% | 21 |
|
|
2024
Q1 | $36.9M | Buy |
727,190
+209,487
| +40% | +$10.6M | 0.94% | 21 |
|
|
2023
Q4 | $26.4M | Buy |
517,703
+146,528
| +39% | +$7.47M | 0.73% | 24 |
|
|
2023
Q3 | $18M | Buy |
371,175
+65,498
| +21% | +$3.17M | 0.54% | 35 |
|
|
2023
Q2 | $15.4M | Buy |
305,677
+93,907
| +44% | +$4.72M | 0.45% | 39 |
|
|
2023
Q1 | $10.7M | Buy |
+211,770
| New | +$10.7M | 0.35% | 51 |
|