Shorepoint Capital Partners’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
Q1 | $6.19M | Sell |
123,775
-1,780
| -1% | -$89K | 1.4% | 21 |
|
|
2024
Q4 | $6.3M | Buy |
125,555
+6,021
| +5% | +$302K | 1.44% | 21 |
|
|
2024
Q3 | $6.13M | Sell |
119,534
-5,669
| -5% | -$291K | 1.4% | 23 |
|
|
2024
Q2 | $6.31M | Sell |
125,203
-591
| -0.5% | -$29.8K | 1.48% | 22 |
|
|
2024
Q1 | $6.38M | Buy |
125,794
+10,001
| +9% | +$507K | 1.56% | 19 |
|
|
2023
Q4 | $5.9M | Buy |
+115,793
| New | +$5.9M | 1.58% | 17 |
|
|
2023
Q3 | – | Sell |
-86,595
| Closed | -$4.35M | – | 17 |
|
|
2023
Q2 | $4.35M | Buy |
86,595
+20,508
| +31% | +$1.03M | 1.23% | 30 |
|
|
2023
Q1 | $3.35M | Buy |
66,087
+22,258
| +51% | +$1.13M | 0.96% | 41 |
|
|
2022
Q4 | $2.18M | Buy |
43,829
+5,716
| +15% | +$284K | 0.6% | 57 |
|
|
2022
Q3 | $1.85M | Buy |
38,113
+2,534
| +7% | +$123K | 0.88% | 45 |
|
|
2022
Q2 | $1.78M | Buy |
+35,579
| New | +$1.78M | 0.75% | 50 |
|