Kestra Private Wealth 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
Q2 | $1.74M | Buy |
35,027
+504
| +1% | +$25K | 0.03% | 541 |
|
|
2025
Q1 | $1.73M | Sell |
34,523
-1,676
| -5% | -$83.8K | 0.03% | 496 |
|
|
2024
Q4 | $1.82M | Sell |
36,199
-29,677
| -45% | -$1.49M | 0.03% | 453 |
|
|
2024
Q3 | $3.38M | Sell |
65,876
-147,932
| -69% | -$7.58M | 0.06% | 303 |
|
|
2024
Q2 | $10.8M | Sell |
213,808
-11,803
| -5% | -$595K | 0.22% | 106 |
|
|
2024
Q1 | $11.4M | Sell |
225,611
-3,625
| -2% | -$184K | 0.26% | 95 |
|
|
2023
Q4 | $11.7M | Buy |
229,236
+29,880
| +15% | +$1.52M | 0.3% | 81 |
|
|
2023
Q3 | $9.64M | Buy |
+199,356
| New | +$9.64M | 0.3% | 82 |
|