Naviter Wealth’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
Sell
-53,848
Closed -$2.69M 297
2025
Q1
$2.69M Buy
53,848
+14,374
+36% +$717K 0.33% 77
2024
Q4
$1.98M Sell
39,474
-5,877
-13% -$296K 0.24% 113
2024
Q3
$2.33M Buy
45,351
+12,008
+36% +$616K 0.32% 82
2024
Q2
$1.68M Buy
33,343
+2,123
+7% +$107K 0.25% 116
2024
Q1
$1.58M Buy
+31,220
New +$1.58M 0.26% 111