Mills Wealth 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 | $3.33M | Sell |
67,106
-74,656
| -53% | -$3.71M | 1.53% | 17 |
|
|
2025
Q1 | $7.09M | Sell |
141,762
-5,918
| -4% | -$296K | 3.76% | 8 |
|
|
2024
Q4 | $7.41M | Buy |
147,680
+69,583
| +89% | +$3.49M | 4.21% | 8 |
|
|
2024
Q3 | $4M | Sell |
78,097
-26,994
| -26% | -$1.38M | 2.76% | 9 |
|
|
2024
Q2 | $5.29M | Buy |
105,091
+77,958
| +287% | +$3.93M | 3.78% | 8 |
|
|
2024
Q1 | $1.38M | Buy |
+27,133
| New | +$1.38M | 1.01% | 23 |
|