Northwest Financial 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
2024
Q4
Sell
-1,755
Closed -$90K 337
2024
Q3
$90K Buy
+1,755
New +$90K 0.07% 167
2024
Q1
Sell
-47,429
Closed -$2.42M 316
2023
Q4
$2.42M Buy
+47,429
New +$2.42M 2.05% 8