Visionary Wealth 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 | $358K | Buy |
7,220
+842
| +13% | +$41.8K | 0.02% | 426 |
|
2025
Q1 | $319K | Buy |
6,378
+52
| +0.8% | +$2.6K | 0.02% | 425 |
|
2024
Q4 | $317K | Buy |
6,326
+54
| +0.9% | +$2.71K | 0.02% | 426 |
|
2024
Q3 | $322K | Sell |
6,272
-172
| -3% | -$8.82K | 0.02% | 419 |
|
2024
Q2 | $325K | Buy |
6,444
+671
| +12% | +$33.8K | 0.02% | 396 |
|
2024
Q1 | $293K | Sell |
5,773
-158
| -3% | -$8.02K | 0.02% | 406 |
|
2023
Q4 | $302K | Sell |
5,931
-556
| -9% | -$28.3K | 0.02% | 388 |
|
2023
Q3 | $314K | Buy |
6,487
+2
| +0% | +$97 | 0.03% | 358 |
|
2023
Q2 | $326K | Buy |
6,485
+52
| +0.8% | +$2.61K | 0.03% | 351 |
|
2023
Q1 | $326K | Buy |
+6,433
| New | +$326K | 0.03% | 339 |
|