Transform 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
Q1 | $240K | Hold |
4,805
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $241K | Hold |
4,805
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $246K | Hold |
4,805
| – | – | 0.02% | 192 |
|
|
2024
Q2 | $242K | Hold |
4,805
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $244K | Hold |
4,805
| – | – | 0.02% | 197 |
|
|
2023
Q4 | $245K | Hold |
4,805
| – | – | 0.02% | 215 |
|
|
2023
Q3 | $232K | Hold |
4,805
| – | – | 0.02% | 221 |
|
|
2023
Q2 | $241K | Hold |
4,805
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $243K | Sell |
4,805
-2,835
| -37% | -$144K | 0.02% | 225 |
|
|
2022
Q4 | $380K | Buy |
+7,640
| New | +$380K | 0.04% | 166 |
|