Milestone Investment 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 | $897K | Buy |
18,074
+5,222
| +41% | +$259K | 0.23% | 51 |
|
|
2025
Q1 | $643K | Buy |
12,852
+2,996
| +30% | +$150K | 0.18% | 56 |
|
|
2024
Q4 | $494K | Buy |
9,856
+48
| +0.5% | +$2.41K | 0.13% | 59 |
|
|
2024
Q3 | $503K | Buy |
9,808
+167
| +2% | +$8.56K | 0.14% | 59 |
|
|
2024
Q2 | $486K | Buy |
9,641
+3,522
| +58% | +$177K | 0.13% | 56 |
|
|
2024
Q1 | $310K | Buy |
6,119
+2,000
| +49% | +$101K | 0.08% | 67 |
|
|
2023
Q4 | $210K | Buy |
+4,119
| New | +$210K | 0.06% | 69 |
|