Kingsview Wealth Management’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 | $1.04M | Buy |
21,035
+4,080
| +24% | +$203K | 0.02% | 574 |
|
|
2025
Q1 | $848K | Buy |
16,955
+1,022
| +6% | +$51.1K | 0.02% | 590 |
|
|
2024
Q4 | $799K | Sell |
15,933
-206
| -1% | -$10.3K | 0.02% | 606 |
|
|
2024
Q3 | $827K | Buy |
16,139
+2,184
| +16% | +$112K | 0.02% | 579 |
|
|
2024
Q2 | $703K | Buy |
13,955
+6,626
| +90% | +$334K | 0.02% | 589 |
|
|
2024
Q1 | $372K | Buy |
7,329
+1,128
| +18% | +$57.2K | 0.01% | 745 |
|
|
2023
Q4 | $316K | Buy |
6,201
+15
| +0.2% | +$764 | 0.01% | 747 |
|
|
2023
Q3 | $299K | Sell |
6,186
-2,063
| -25% | -$99.8K | 0.01% | 742 |
|
|
2023
Q2 | $414K | Sell |
8,249
-64
| -0.8% | -$3.22K | 0.02% | 643 |
|
|
2023
Q1 | $421K | Buy |
8,313
+145
| +2% | +$7.34K | 0.02% | 623 |
|
|
2022
Q4 | $406K | Buy |
+8,168
| New | +$406K | 0.02% | 570 |
|