TruWealth Advisors’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 | $5.8M | Sell |
116,887
-15,281
| -12% | -$759K | 0.32% | 57 |
|
|
2025
Q1 | $6.61M | Sell |
132,168
-7,696
| -6% | -$385K | 0.4% | 52 |
|
|
2024
Q4 | $7.01M | Buy |
139,864
+20,813
| +17% | +$1.04M | 0.42% | 53 |
|
|
2024
Q3 | $6.1M | Buy |
119,051
+24,897
| +26% | +$1.28M | 0.37% | 53 |
|
|
2024
Q2 | $4.74M | Buy |
94,154
+17,574
| +23% | +$885K | 0.32% | 52 |
|
|
2024
Q1 | $3.89M | Buy |
+76,580
| New | +$3.89M | 0.27% | 56 |
|