Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
37,159
+4,865
| +15% | +$241K | 0.01% | 494 |
|
|
2025
Q1 | $1.61M | Sell |
32,294
-59,874
| -65% | -$2.99M | 0.01% | 482 |
|
|
2024
Q4 | $4.62M | Buy |
92,168
+66,738
| +262% | +$3.35M | 0.04% | 260 |
|
|
2024
Q3 | $1.3M | Sell |
25,430
-4,434
| -15% | -$227K | 0.01% | 468 |
|
|
2024
Q2 | $1.5M | Sell |
29,864
-7,350
| -20% | -$370K | 0.02% | 392 |
|
|
2024
Q1 | $1.89M | Sell |
37,214
-50,329
| -57% | -$2.55M | 0.02% | 335 |
|
|
2023
Q4 | $4.46M | Buy |
87,543
+37,089
| +74% | +$1.89M | 0.06% | 220 |
|
|
2023
Q3 | $2.44M | Sell |
50,454
-3,161
| -6% | -$153K | 0.04% | 209 |
|
|
2023
Q2 | $2.69M | Sell |
53,615
-7,249
| -12% | -$364K | 0.05% | 205 |
|
|
2023
Q1 | $3.08M | Sell |
60,864
-40,237
| -40% | -$2.04M | 0.07% | 172 |
|
|
2022
Q4 | $5.02M | Buy |
+101,101
| New | +$5.02M | 0.12% | 138 |
|