Great Valley Advisor Group’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 | $6.44M | Sell |
129,788
-41,218
| -24% | -$2.05M | 0.14% | 148 |
|
|
2025
Q1 | $8.55M | Buy |
171,006
+38,436
| +29% | +$1.92M | 0.18% | 126 |
|
|
2024
Q4 | $6.65M | Sell |
132,570
-21,721
| -14% | -$1.09M | 0.15% | 141 |
|
|
2024
Q3 | $7.91M | Buy |
154,291
+8,423
| +6% | +$432K | 0.19% | 123 |
|
|
2024
Q2 | $7.35M | Buy |
145,868
+4,908
| +3% | +$247K | 0.21% | 116 |
|
|
2024
Q1 | $7.15M | Buy |
140,960
+18,695
| +15% | +$949K | 0.22% | 113 |
|
|
2023
Q4 | $6.23M | Buy |
122,265
+24,091
| +25% | +$1.23M | 0.22% | 116 |
|
|
2023
Q3 | $4.75M | Buy |
98,174
+17,977
| +22% | +$870K | 0.2% | 125 |
|
|
2023
Q2 | $4.03M | Buy |
80,197
+14,187
| +21% | +$713K | 0.17% | 147 |
|
|
2023
Q1 | $3.34M | Buy |
66,010
+21,610
| +49% | +$1.09M | 0.16% | 162 |
|
|
2022
Q4 | $2.21M | Buy |
+44,400
| New | +$2.21M | 0.11% | 197 |
|