KMWM
Keudell/Morrison Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
106,948
+6,918
| +7% | +$343K | 1.18% | 15 |
|
|
2025
Q1 | $5M | Sell |
100,030
-851
| -0.8% | -$42.6K | 1.18% | 16 |
|
|
2024
Q4 | $5.06M | Buy |
100,881
+9,049
| +10% | +$454K | 1.32% | 16 |
|
|
2024
Q3 | $4.71M | Buy |
91,832
+1,694
| +2% | +$86.9K | 1.28% | 14 |
|
|
2024
Q2 | $4.54M | Sell |
90,138
-1,031
| -1% | -$51.9K | 1.33% | 14 |
|
|
2024
Q1 | $4.63M | Buy |
91,169
+2,716
| +3% | +$138K | 1.4% | 15 |
|
|
2023
Q4 | $4.51M | Sell |
88,453
-1,988
| -2% | -$101K | 1.49% | 14 |
|
|
2023
Q3 | $4.37M | Sell |
90,441
-5,826
| -6% | -$282K | 1.33% | 14 |
|
|
2023
Q2 | $4.84M | Sell |
96,267
-12,619
| -12% | -$634K | 1.39% | 14 |
|
|
2023
Q1 | $5.51M | Buy |
108,886
+2,270
| +2% | +$115K | 1.62% | 12 |
|
|
2022
Q4 | $5.3M | Buy |
+106,616
| New | +$5.3M | 1.7% | 10 |
|