Walkner Condon Financial 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 | $1.27M | Buy |
25,508
+1,028
| +4% | +$51K | 0.23% | 84 |
|
|
2025
Q1 | $1.22M | Buy |
24,480
+2,274
| +10% | +$114K | 0.25% | 84 |
|
|
2024
Q4 | $1.11M | Buy |
22,206
+313
| +1% | +$15.7K | 0.23% | 87 |
|
|
2024
Q3 | $1.12M | Sell |
21,893
-8,629
| -28% | -$442K | 0.23% | 90 |
|
|
2024
Q2 | $1.54M | Buy |
30,522
+2,132
| +8% | +$107K | 0.33% | 68 |
|
|
2024
Q1 | $1.44M | Buy |
28,390
+3,786
| +15% | +$192K | 0.31% | 75 |
|
|
2023
Q4 | $1.25M | Buy |
24,604
+11,347
| +86% | +$578K | 0.29% | 80 |
|
|
2023
Q3 | $641K | Buy |
+13,257
| New | +$641K | 0.17% | 112 |
|