Marion Wealth Management’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 | $1.06M | Buy |
21,398
+5,216
| +32% | +$259K | 0.27% | 72 |
|
|
2025
Q1 | $809K | Buy |
16,182
+3,642
| +29% | +$182K | 0.22% | 77 |
|
|
2024
Q4 | $629K | Buy |
12,540
+2,965
| +31% | +$149K | 0.17% | 86 |
|
|
2024
Q3 | $491K | Buy |
9,575
+2,334
| +32% | +$120K | 0.13% | 92 |
|
|
2024
Q2 | $365K | Buy |
7,241
+1,339
| +23% | +$67.5K | 0.11% | 96 |
|
|
2024
Q1 | $299K | Buy |
5,902
+1,734
| +42% | +$88K | 0.09% | 103 |
|
|
2023
Q4 | $212K | Buy |
+4,168
| New | +$212K | 0.07% | 116 |
|