IWP
IAG Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
326,468
+20,779
| +7% | +$1.03M | 2.14% | 16 |
|
|
2025
Q1 | $15.3M | Buy |
305,689
+10,380
| +4% | +$519K | 2.38% | 15 |
|
|
2024
Q4 | $14.8M | Sell |
295,309
-1,006
| -0.3% | -$50.5K | 2.61% | 12 |
|
|
2024
Q3 | $15.2M | Sell |
296,315
-1,796
| -0.6% | -$92.1K | 2.81% | 11 |
|
|
2024
Q2 | $15M | Buy |
298,111
+11,624
| +4% | +$586K | 3.02% | 11 |
|
|
2024
Q1 | $14.5M | Buy |
286,487
+1,483
| +0.5% | +$75.2K | 3.12% | 11 |
|
|
2023
Q4 | $14.5M | Buy |
+285,004
| New | +$14.5M | 3.31% | 10 |
|
|
2022
Q4 | – | Sell |
-184
| Closed | -$9K | – | 471 |
|
|
2022
Q3 | $9K | Buy |
+184
| New | +$9K | ﹤0.01% | 285 |
|