SC
Stephens Consulting’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
351,646
+36,569
| +12% | +$1.82M | 4.14% | 7 |
|
|
2025
Q1 | $15.8M | Buy |
315,077
+2,547
| +0.8% | +$127K | 3.95% | 7 |
|
|
2024
Q4 | $15.7M | Buy |
312,530
+10,372
| +3% | +$520K | 3.92% | 7 |
|
|
2024
Q3 | $15.5M | Buy |
302,158
+3,263
| +1% | +$167K | 3.95% | 7 |
|
|
2024
Q2 | $15.1M | Buy |
298,895
+34,403
| +13% | +$1.73M | 4.28% | 7 |
|
|
2024
Q1 | $13.4M | Buy |
264,492
+127,738
| +93% | +$6.48M | 4.12% | 7 |
|
|
2023
Q4 | $6.97M | Buy |
136,754
+13,575
| +11% | +$692K | 2.36% | 10 |
|
|
2023
Q3 | $5.96M | Buy |
123,179
+4,893
| +4% | +$237K | 2.42% | 9 |
|
|
2023
Q2 | $5.94M | Buy |
+118,286
| New | +$5.94M | 2.35% | 9 |
|