Legacy Financial Advisors’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 | $15.2M | Buy |
305,847
+976
| +0.3% | +$48.4K | 2.37% | 11 |
|
2025
Q1 | $15.2M | Buy |
304,871
+11,051
| +4% | +$553K | 2.55% | 9 |
|
2024
Q4 | $14.7M | Buy |
293,820
+10,672
| +4% | +$535K | 2.44% | 10 |
|
2024
Q3 | $14.5M | Buy |
283,148
+11,087
| +4% | +$568K | 2.44% | 9 |
|
2024
Q2 | $13.7M | Buy |
272,061
+16,796
| +7% | +$846K | 2.44% | 11 |
|
2024
Q1 | $13M | Buy |
255,265
+45,865
| +22% | +$2.33M | 2.32% | 10 |
|
2023
Q4 | $10.7M | Sell |
209,400
-42,012
| -17% | -$2.14M | 2.05% | 13 |
|
2023
Q3 | $12.2M | Buy |
+251,412
| New | +$12.2M | 2.43% | 9 |
|