Resonant Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
78,922
-9,656
| -11% | -$479K | 0.25% | 76 |
|
|
2025
Q1 | $4.43M | Buy |
88,578
+5,142
| +6% | +$257K | 0.31% | 63 |
|
|
2024
Q4 | $4.19M | Buy |
83,436
+15,287
| +22% | +$768K | 0.31% | 68 |
|
|
2024
Q3 | $3.49M | Hold |
68,149
| – | – | 0.26% | 76 |
|
|
2024
Q2 | $3.43M | Sell |
68,149
-8,020
| -11% | -$404K | 0.28% | 74 |
|
|
2024
Q1 | $3.86M | Buy |
76,169
+449
| +0.6% | +$22.8K | 0.33% | 66 |
|
|
2023
Q4 | $3.86M | Buy |
75,720
+10,351
| +16% | +$528K | 0.37% | 59 |
|
|
2023
Q3 | $3.16M | Buy |
65,369
+4,616
| +8% | +$223K | 0.34% | 67 |
|
|
2023
Q2 | $3.05M | Sell |
60,753
-582
| -0.9% | -$29.2K | 0.33% | 69 |
|
|
2023
Q1 | $3.11M | Hold |
61,335
| – | – | 0.35% | 70 |
|
|
2022
Q4 | $3.05M | Sell |
61,335
-54,803
| -47% | -$2.73M | 0.38% | 68 |
|
|
2022
Q3 | $5.62M | Sell |
116,138
-16,485
| -12% | -$798K | 0.85% | 28 |
|
|
2022
Q2 | $6.62M | Buy |
132,623
+22,909
| +21% | +$1.14M | 1.03% | 22 |
|
|
2022
Q1 | $5.63M | Buy |
+109,714
| New | +$5.63M | 0.83% | 27 |
|