Waverly 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 | $1.92M | Buy |
38,620
+895
| +2% | +$44.4K | 0.02% | 501 |
|
|
2025
Q1 | $1.89M | Buy |
37,725
+45
| +0.1% | +$2.25K | 0.02% | 488 |
|
|
2024
Q4 | $1.89M | Buy |
37,680
+6,657
| +21% | +$334K | 0.03% | 395 |
|
|
2024
Q3 | $1.59M | Buy |
31,023
+5,476
| +21% | +$281K | 0.03% | 374 |
|
|
2024
Q2 | $1.29M | Buy |
25,547
+6,906
| +37% | +$348K | 0.03% | 393 |
|
|
2024
Q1 | $946K | Buy |
+18,641
| New | +$946K | 0.02% | 380 |
|