LAS
LWM Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Buy |
138,983
+2,780
| +2% | +$138K | 4.76% | 5 |
|
|
2025
Q1 | $6.81M | Buy |
136,203
+3,808
| +3% | +$190K | 4.73% | 7 |
|
|
2024
Q4 | $6.64M | Buy |
132,395
+4,495
| +4% | +$225K | 4.62% | 7 |
|
|
2024
Q3 | $6.56M | Buy |
127,900
+484
| +0.4% | +$24.8K | 4.86% | 6 |
|
|
2024
Q2 | $6.42M | Buy |
127,416
+4,231
| +3% | +$213K | 5.39% | 6 |
|
|
2024
Q1 | $6.25M | Buy |
123,185
+10,284
| +9% | +$522K | 5.01% | 6 |
|
|
2023
Q4 | $5.75M | Sell |
112,901
-30,581
| -21% | -$1.56M | 5.06% | 5 |
|
|
2023
Q3 | $6.94M | Buy |
143,482
+2,232
| +2% | +$108K | 7.44% | 3 |
|
|
2023
Q2 | $7.1M | Buy |
141,250
+5,521
| +4% | +$277K | 7.5% | 3 |
|
|
2023
Q1 | $6.87M | Buy |
135,729
+15,064
| +12% | +$763K | 7.34% | 3 |
|
|
2022
Q4 | $6M | Buy |
+120,665
| New | +$6M | 6.63% | 2 |
|