PA
Perennial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
12,175
+300
| +3% | +$14.9K | 0.11% | 76 |
|
|
2025
Q1 | $594K | Sell |
11,875
-5,400
| -31% | -$270K | 0.12% | 74 |
|
|
2024
Q4 | $866K | Buy |
+17,275
| New | +$866K | 0.19% | 61 |
|
|
2024
Q2 | $710K | Buy |
14,100
+150
| +1% | +$7.56K | 0.16% | 72 |
|
|
2024
Q1 | $708K | Buy |
13,950
+4,050
| +41% | +$205K | 0.16% | 72 |
|
|
2023
Q4 | $505K | Buy |
+9,900
| New | +$505K | 0.12% | 79 |
|