Investment Planning 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	$2.41M	Sell	48,645 -682	-1%	-$33.9K	0.85%	17
2025 Q1	$2.47M	Buy	49,327 +8,058	+20%	+$403K	1%	17
2024 Q4	$2.07M	Buy	41,269 +7,376	+22%	+$370K	0.9%	23
2024 Q3	$1.71M	Hold	33,893	–	–	0.87%	25
2024 Q2	$1.71M	Buy	+33,893	New	+$1.71M	0.87%	25