Planning Directions’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
$976K Buy
19,664
+175
+0.9% +$8.69K 0.55% 31
2025
Q1
$974K Buy
19,489
+1,357
+7% +$67.9K 0.42% 43
2024
Q4
$909K Buy
18,132
+156
+0.9% +$7.82K 0.53% 31
2024
Q3
$922K Buy
+17,976
New +$922K 0.55% 32