Golden State Equity Partners’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 | $951K | Buy |
19,159
+871
| +5% | +$43.2K | 0.18% | 145 |
|
2025
Q1 | $914K | Buy |
18,288
+594
| +3% | +$29.7K | 0.18% | 144 |
|
2024
Q4 | $887K | Buy |
17,694
+822
| +5% | +$41.2K | 0.17% | 149 |
|
2024
Q3 | $865K | Sell |
16,872
-66
| -0.4% | -$3.38K | 0.46% | 40 |
|
2024
Q2 | $853K | Buy |
+16,938
| New | +$853K | 0.18% | 131 |
|
2023
Q4 | $751K | Buy |
14,734
+1,492
| +11% | +$76K | 0.18% | 126 |
|
2023
Q3 | $641K | Buy |
+13,242
| New | +$641K | 0.18% | 141 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 394 |
|