Helen Stephens 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 | $15.5M | Buy |
311,415
+55,924
| +22% | +$2.78M | 3.84% | 9 |
|
|
2025
Q1 | $12.8M | Buy |
255,491
+5,562
| +2% | +$278K | 3.62% | 9 |
|
|
2024
Q4 | $12.5M | Buy |
249,929
+52,224
| +26% | +$2.62M | 3.71% | 9 |
|
|
2024
Q3 | $10.1M | Buy |
197,705
+26,221
| +15% | +$1.34M | 3.08% | 9 |
|
|
2024
Q2 | $8.64M | Sell |
171,484
-7,916
| -4% | -$399K | 2.99% | 9 |
|
|
2024
Q1 | $9.1M | Buy |
179,400
+8,374
| +5% | +$425K | 3.51% | 8 |
|
|
2023
Q4 | $8.72M | Buy |
171,026
+4,019
| +2% | +$205K | 3.91% | 8 |
|
|
2023
Q3 | $8.08M | Sell |
167,007
-1,222
| -0.7% | -$59.1K | 4.18% | 8 |
|
|
2023
Q2 | $8.45M | Buy |
168,229
+15,029
| +10% | +$755K | 4.27% | 9 |
|
|
2023
Q1 | $7.76M | Buy |
153,200
+12,503
| +9% | +$633K | 4.03% | 9 |
|
|
2022
Q4 | $6.99M | Buy |
140,697
+65,972
| +88% | +$3.28M | 4.17% | 8 |
|
|
2022
Q3 | $3.62M | Buy |
74,725
+10,745
| +17% | +$520K | 2.54% | 13 |
|
|
2022
Q2 | $3.19M | Buy |
63,980
+56,050
| +707% | +$2.8M | 2.27% | 12 |
|
|
2022
Q1 | $408K | Buy |
+7,930
| New | +$408K | 0.28% | 39 |
|