SWMG LLC’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 | $506K | Sell |
10,291
-738
| -7% | -$36.3K | 0.17% | 74 |
|
|
2025
Q1 | $544K | Sell |
11,029
-234
| -2% | -$11.6K | 0.22% | 73 |
|
|
2024
Q4 | $565K | Sell |
11,263
-20
| -0.2% | -$1K | 0.23% | 67 |
|
|
2024
Q3 | $569K | Buy |
11,283
+550
| +5% | +$27.7K | 0.24% | 67 |
|
|
2024
Q2 | $541K | Sell |
10,733
-31
| -0.3% | -$1.56K | 0.24% | 54 |
|
|
2024
Q1 | $546K | Buy |
10,764
+36
| +0.3% | +$1.83K | 0.25% | 52 |
|
|
2023
Q4 | $547K | Buy |
10,728
+1,056
| +11% | +$53.8K | 0.26% | 54 |
|
|
2023
Q3 | $468K | Hold |
9,672
| – | – | 0.25% | 63 |
|
|
2023
Q2 | $486K | Buy |
9,672
+104
| +1% | +$5.22K | 0.25% | 49 |
|
|
2023
Q1 | $484K | Sell |
9,568
-35
| -0.4% | -$1.77K | 0.27% | 47 |
|
|
2022
Q4 | $477K | Buy |
+9,603
| New | +$477K | 0.29% | 44 |
|
|
2022
Q1 | $204K | Buy |
+3,971
| New | +$204K | 0.11% | 64 |
|