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