Morningstar Investment Services’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
Q1 | $1.41M | Sell |
28,124
-23,502
| -46% | -$1.17M | 0.26% | 84 |
|
|
2024
Q4 | $2.59M | Sell |
51,626
-355,533
| -87% | -$17.8M | 0.24% | 94 |
|
|
2024
Q3 | $20.9M | Buy |
407,159
+7,113
| +2% | +$365K | 0.21% | 100 |
|
|
2024
Q2 | $20.2M | Sell |
400,046
-2,004
| -0.5% | -$101K | 0.22% | 99 |
|
|
2024
Q1 | $20.4M | Sell |
402,050
-410,716
| -51% | -$20.8M | 0.22% | 99 |
|
|
2023
Q4 | $41.4M | Buy |
812,766
+399,905
| +97% | +$20.4M | 0.23% | 96 |
|
|
2023
Q3 | $20M | Buy |
412,861
+109,876
| +36% | +$5.31M | 0.26% | 94 |
|
|
2023
Q2 | $15.2M | Buy |
302,985
+9,396
| +3% | +$472K | 0.2% | 106 |
|
|
2023
Q1 | $14.8M | Buy |
293,589
+7,669
| +3% | +$387K | 0.2% | 101 |
|
|
2022
Q4 | $14.3M | Sell |
285,920
-4,620
| -2% | -$230K | 0.19% | 105 |
|
|
2022
Q3 | $13.9M | Buy |
290,540
+127,850
| +79% | +$6.13M | 0.2% | 103 |
|
|
2022
Q2 | $8.1M | Sell |
162,690
-76
| -0% | -$3.78K | 0.11% | 115 |
|
|
2022
Q1 | $8.35M | Buy |
+162,766
| New | +$8.35M | 0.09% | 124 |
|