Kelly Financial Services’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
Q1 | – | Sell |
-5,969
| Closed | -$299K | – | 122 |
|
|
2024
Q4 | $299K | Hold |
5,969
| – | – | 0.11% | 86 |
|
|
2024
Q3 | $306K | Hold |
5,969
| – | – | 0.11% | 82 |
|
|
2024
Q2 | $301K | Hold |
5,969
| – | – | 0.11% | 82 |
|
|
2024
Q1 | $303K | Buy |
5,969
+1,971
| +49% | +$100K | 0.12% | 87 |
|
|
2023
Q4 | $204K | Buy |
+3,998
| New | +$204K | 0.08% | 96 |
|