Stone Summit Wealth’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 | $326K | Sell |
6,577
-2,400
| -27% | -$119K | 0.1% | 119 |
|
|
2025
Q1 | $449K | Buy |
8,977
+466
| +5% | +$23.3K | 0.15% | 104 |
|
|
2024
Q4 | $427K | Sell |
8,511
-985
| -10% | -$49.4K | 0.14% | 108 |
|
|
2024
Q3 | $487K | Buy |
9,496
+300
| +3% | +$15.4K | 0.16% | 104 |
|
|
2024
Q2 | $463K | Buy |
9,196
+555
| +6% | +$28K | 0.17% | 98 |
|
|
2024
Q1 | $438K | Buy |
8,641
+3,075
| +55% | +$156K | 0.15% | 105 |
|
|
2023
Q4 | $284K | Sell |
5,566
-63
| -1% | -$3.21K | 0.11% | 126 |
|
|
2023
Q3 | $272K | Buy |
+5,629
| New | +$272K | 0.12% | 125 |
|