Vista Investment Management’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 | $933K | Buy |
18,805
+1,885
| +11% | +$93.6K | 0.35% | 85 |
|
|
2025
Q1 | $846K | Buy |
16,920
+700
| +4% | +$35K | 0.33% | 91 |
|
|
2024
Q4 | $813K | Buy |
16,220
+380
| +2% | +$19.1K | 0.31% | 94 |
|
|
2024
Q3 | $812K | Buy |
15,840
+1,915
| +14% | +$98.2K | 0.31% | 90 |
|
|
2024
Q2 | $701K | Buy |
13,925
+7,000
| +101% | +$353K | 0.28% | 98 |
|
|
2024
Q1 | $351K | Hold |
6,925
| – | – | 0.14% | 135 |
|
|
2023
Q4 | $353K | Buy |
6,925
+225
| +3% | +$11.5K | 0.16% | 124 |
|
|
2023
Q3 | $324K | Buy |
6,700
+900
| +16% | +$43.5K | 0.17% | 127 |
|
|
2023
Q2 | $291K | Buy |
+5,800
| New | +$291K | 0.15% | 135 |
|