Mason & Associates (California)’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 | $788K | Sell |
15,877
-6,846
| -30% | -$340K | 0.18% | 59 |
|
|
2025
Q1 | $1.14M | Sell |
22,723
-10,536
| -32% | -$527K | 0.28% | 46 |
|
|
2024
Q4 | $1.67M | Buy |
33,259
+773
| +2% | +$38.8K | 0.39% | 39 |
|
|
2024
Q3 | $1.67M | Buy |
32,486
+343
| +1% | +$17.6K | 0.42% | 38 |
|
|
2024
Q2 | $1.62M | Sell |
32,143
-1,927
| -6% | -$97.1K | 0.43% | 34 |
|
|
2024
Q1 | $1.73M | Buy |
34,070
+1,674
| +5% | +$84.9K | 0.46% | 31 |
|
|
2023
Q4 | $1.65M | Hold |
32,396
| – | – | 0.49% | 23 |
|
|
2023
Q3 | $1.57M | Sell |
32,396
-2,646
| -8% | -$128K | 0.5% | 26 |
|
|
2023
Q2 | $1.76M | Hold |
35,042
| – | – | 0.52% | 20 |
|
|
2023
Q1 | $1.77M | Hold |
35,042
| – | – | 0.54% | 20 |
|
|
2022
Q4 | $1.74M | Buy |
+35,042
| New | +$1.74M | 0.56% | 19 |
|