OWA
Opal Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
57,485
+41,739
| +265% | +$2.07M | 0.79% | 18 |
|
|
2025
Q1 | $787K | Sell |
15,746
-244,088
| -94% | -$12.2M | 0.24% | 47 |
|
|
2024
Q4 | $13M | Buy |
259,834
+26,756
| +11% | +$1.34M | 3.91% | 6 |
|
|
2024
Q3 | $11.9M | Sell |
233,078
-4,657
| -2% | -$239K | 3.74% | 6 |
|
|
2024
Q2 | $12M | Sell |
237,735
-46,337
| -16% | -$2.33M | 3.85% | 5 |
|
|
2024
Q1 | $14.4M | Sell |
284,072
-1,321
| -0.5% | -$67K | 4.89% | 5 |
|
|
2023
Q4 | $14.5M | Buy |
+285,393
| New | +$14.5M | 5.73% | 4 |
|