Smith & Howard Wealth Management’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 | $20.2M | Sell |
406,001
-2,795
| -0.7% | -$139K | 5.1% | 5 |
|
|
2025
Q1 | $20.4M | Sell |
408,796
-69,381
| -15% | -$3.47M | 5.57% | 5 |
|
|
2024
Q4 | $24M | Buy |
478,177
+168,618
| +54% | +$8.46M | 6.78% | 4 |
|
|
2024
Q3 | $15.9M | Buy |
309,559
+27,557
| +10% | +$1.41M | 4.46% | 5 |
|
|
2024
Q2 | $14.2M | Buy |
282,002
+116,432
| +70% | +$5.87M | 4.22% | 5 |
|
|
2024
Q1 | $8.4M | Buy |
165,570
+54,292
| +49% | +$2.75M | 2.59% | 13 |
|
|
2023
Q4 | $5.67M | Sell |
111,278
-203,623
| -65% | -$10.4M | 2.01% | 17 |
|
|
2023
Q3 | $15.2M | Buy |
+314,901
| New | +$15.2M | 5.34% | 5 |
|