Integrated Wealth Concepts’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 | $16.6M | Sell |
334,155
-14,305
| -4% | -$710K | 0.17% | 129 |
|
|
2025
Q1 | $17.4M | Buy |
348,460
+48,645
| +16% | +$2.43M | 0.2% | 109 |
|
|
2024
Q4 | $15M | Buy |
299,815
+11,891
| +4% | +$596K | 0.17% | 129 |
|
|
2024
Q3 | $14.8M | Buy |
287,924
+38,199
| +15% | +$1.96M | 0.18% | 124 |
|
|
2024
Q2 | $12.6M | Buy |
249,725
+1,061
| +0.4% | +$53.4K | 0.17% | 130 |
|
|
2024
Q1 | $12.6M | Buy |
248,664
+10,429
| +4% | +$529K | 0.18% | 131 |
|
|
2023
Q4 | $12.1M | Sell |
238,235
-5,647
| -2% | -$288K | 0.2% | 121 |
|
|
2023
Q3 | $11.8M | Buy |
243,882
+25,416
| +12% | +$1.23M | 0.21% | 117 |
|
|
2023
Q2 | $11M | Buy |
218,466
+11,642
| +6% | +$585K | 0.19% | 128 |
|
|
2023
Q1 | $10.5M | Buy |
206,824
+198,799
| +2,477% | +$10.1M | 0.22% | 110 |
|
|
2022
Q4 | $399K | Sell |
8,025
-91,631
| -92% | -$4.56M | 0.01% | 723 |
|
|
2022
Q3 | $4.83M | Sell |
99,656
-2,409
| -2% | -$117K | 0.15% | 140 |
|
|
2022
Q2 | $5.09M | Buy |
102,065
+8,596
| +9% | +$429K | 0.16% | 135 |
|
|
2022
Q1 | $4.81M | Buy |
93,469
+29,230
| +46% | +$1.5M | 0.15% | 135 |
|
|
2021
Q4 | $3.52M | Sell |
64,239
-1,248
| -2% | -$68.4K | 0.1% | 169 |
|
|
2021
Q3 | $3.6M | Sell |
65,487
-4,012
| -6% | -$221K | 0.12% | 157 |
|
|
2021
Q2 | $3.84M | Buy |
69,499
+4,687
| +7% | +$259K | 0.14% | 141 |
|
|
2021
Q1 | $3.53M | Sell |
64,812
-952
| -1% | -$51.9K | 0.15% | 125 |
|
|
2020
Q4 | $3.62M | Buy |
+65,764
| New | +$3.62M | 0.17% | 102 |
|