LWA
Lineweaver Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
39,967
+3,333
| +9% | +$165K | 0.31% | 61 |
|
|
2025
Q1 | $1.83M | Buy |
36,634
+4,356
| +13% | +$218K | 0.31% | 61 |
|
|
2024
Q4 | $1.62M | Buy |
32,278
+3,020
| +10% | +$151K | 0.3% | 66 |
|
|
2024
Q3 | $1.5M | Buy |
29,258
+995
| +4% | +$51K | 0.29% | 65 |
|
|
2024
Q2 | $1.42M | Buy |
28,263
+3,634
| +15% | +$183K | 0.3% | 64 |
|
|
2024
Q1 | $1.25M | Buy |
24,629
+5,147
| +26% | +$261K | 0.3% | 68 |
|
|
2023
Q4 | $993K | Buy |
+19,482
| New | +$993K | 0.26% | 75 |
|