HNWAG
High Net Worth Advisory Group’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Hold |
14,047
| – | – | 0.18% | 106 |
|
|
2025
Q1 | $702K | Sell |
14,047
-1,433
| -9% | -$71.7K | 0.2% | 102 |
|
|
2024
Q4 | $776K | Buy |
15,480
+6,000
| +63% | +$301K | 0.22% | 98 |
|
|
2024
Q3 | $486K | Sell |
9,480
-800
| -8% | -$41K | 0.13% | 128 |
|
|
2024
Q2 | $518K | Hold |
10,280
| – | – | 0.16% | 114 |
|
|
2024
Q1 | $522K | Buy |
10,280
+5,880
| +134% | +$298K | 0.16% | 117 |
|
|
2023
Q4 | $224K | Buy |
+4,400
| New | +$224K | 0.08% | 177 |
|