HTG Investment Advisors’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 | $4.48M | Buy |
90,182
+7,196
| +9% | +$357K | 1.66% | 15 |
|
|
2025
Q1 | $4.15M | Buy |
82,986
+12,660
| +18% | +$633K | 1.73% | 14 |
|
|
2024
Q4 | $3.53M | Buy |
70,326
+8,129
| +13% | +$408K | 1.61% | 15 |
|
|
2024
Q3 | $3.19M | Buy |
62,197
+10,461
| +20% | +$536K | 1.5% | 16 |
|
|
2024
Q2 | $2.61M | Buy |
51,736
+34,002
| +192% | +$1.71M | 1.41% | 18 |
|
|
2024
Q1 | $900K | Buy |
+17,734
| New | +$900K | 0.52% | 28 |
|