Landmark Wealth Management (New York)’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 | $3.34M | Sell |
67,238
-12,730
| -16% | -$632K | 1.42% | 19 |
|
|
2025
Q1 | $4M | Buy |
79,968
+5,392
| +7% | +$270K | 1.76% | 17 |
|
|
2024
Q4 | $3.74M | Buy |
74,576
+3,012
| +4% | +$151K | 1.66% | 19 |
|
|
2024
Q3 | $3.67M | Buy |
71,564
+3,416
| +5% | +$175K | 1.6% | 19 |
|
|
2024
Q2 | $3.43M | Sell |
68,148
-960
| -1% | -$48.4K | 2.67% | 11 |
|
|
2024
Q1 | $3.51M | Buy |
69,108
+3,928
| +6% | +$199K | 1.62% | 18 |
|
|
2023
Q4 | $3.32M | Sell |
65,180
-204
| -0.3% | -$10.4K | 1.63% | 19 |
|
|
2023
Q3 | $3.16M | Buy |
65,384
+2,131
| +3% | +$103K | 1.8% | 15 |
|
|
2023
Q2 | $3.18M | Buy |
63,253
+1,329
| +2% | +$66.8K | 2.81% | 12 |
|
|
2023
Q1 | $3.14M | Buy |
61,924
+11,056
| +22% | +$560K | 1.74% | 18 |
|
|
2022
Q4 | $2.53M | Sell |
50,868
-653
| -1% | -$32.5K | 1.83% | 13 |
|
|
2022
Q3 | $2.5M | Buy |
51,521
+24,915
| +94% | +$1.21M | 1.89% | 13 |
|
|
2022
Q2 | $1.33M | Sell |
26,606
-39,426
| -60% | -$1.97M | 1.7% | 14 |
|
|
2022
Q1 | $1.73M | Buy |
66,032
+38,633
| +141% | +$1.01M | 0.91% | 25 |
|
|
2021
Q4 | $2K | Buy |
+27,399
| New | +$2K | 1.17% | 23 |
|