Summit Wealth 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
Q2 | $4.49M | Buy |
90,469
+21,400
| +31% | +$1.06M | 0.86% | 31 |
|
|
2025
Q1 | $3.45M | Buy |
69,069
+13,124
| +23% | +$656K | 0.7% | 35 |
|
|
2024
Q4 | $2.81M | Buy |
55,945
+12,890
| +30% | +$646K | 0.58% | 39 |
|
|
2024
Q3 | $2.21M | Buy |
43,055
+1,521
| +4% | +$78K | 0.43% | 49 |
|
|
2024
Q2 | $2.09M | Buy |
41,534
+3,347
| +9% | +$169K | 0.43% | 44 |
|
|
2024
Q1 | $1.94M | Sell |
38,187
-2,000
| -5% | -$101K | 0.41% | 44 |
|
|
2023
Q4 | $2.05M | Buy |
40,187
+10,272
| +34% | +$523K | 0.48% | 42 |
|
|
2023
Q3 | $1.45M | Buy |
+29,915
| New | +$1.45M | 0.37% | 49 |
|