SFS
Summit Financial Strategies’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
79,795
-19,335
| -20% | -$960K | 0.37% | 27 |
|
|
2025
Q1 | $4.96M | Buy |
99,130
+12,166
| +14% | +$608K | 0.5% | 23 |
|
|
2024
Q4 | $4.36M | Buy |
86,964
+5,055
| +6% | +$254K | 0.48% | 24 |
|
|
2024
Q3 | $4.2M | Buy |
81,909
+9,644
| +13% | +$494K | 0.47% | 24 |
|
|
2024
Q2 | $3.64M | Buy |
72,265
+68,319
| +1,731% | +$3.44M | 0.45% | 27 |
|
|
2024
Q1 | $200K | Sell |
3,946
-2,380
| -38% | -$121K | 0.03% | 143 |
|
|
2023
Q4 | $322K | Buy |
+6,326
| New | +$322K | 0.05% | 106 |
|