HFM
Hartford Financial Management’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
274,522
-19,321
| -7% | -$959K | 3.73% | 3 |
|
|
2025
Q1 | $14.7M | Buy |
293,843
+30,336
| +12% | +$1.52M | 3.03% | 3 |
|
|
2024
Q4 | $13.2M | Buy |
263,507
+30,749
| +13% | +$1.54M | 2.71% | 4 |
|
|
2024
Q3 | $11.9M | Buy |
232,758
+5,686
| +3% | +$292K | 2.44% | 6 |
|
|
2024
Q2 | $11.4M | Buy |
227,072
+22,667
| +11% | +$1.14M | 2.45% | 6 |
|
|
2024
Q1 | $10.4M | Buy |
204,405
+80,161
| +65% | +$4.07M | 2.19% | 8 |
|
|
2023
Q4 | $6.33M | Buy |
124,244
+97,676
| +368% | +$4.98M | 1.43% | 16 |
|
|
2023
Q3 | $1.29M | Buy |
26,568
+4,420
| +20% | +$214K | 0.33% | 94 |
|
|
2023
Q2 | $1.11M | Buy |
22,148
+1,161
| +6% | +$58.3K | 0.27% | 104 |
|
|
2023
Q1 | $1.06M | Sell |
20,987
-4,379
| -17% | -$222K | 0.27% | 109 |
|
|
2022
Q4 | $1.26M | Buy |
25,366
+4,015
| +19% | +$200K | 0.33% | 96 |
|
|
2022
Q3 | $1.03M | Sell |
21,351
-72
| -0.3% | -$3.49K | 0.3% | 99 |
|
|
2022
Q2 | $1.07M | Buy |
+21,423
| New | +$1.07M | 0.3% | 101 |
|