WWA
WCG Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Buy |
19,112
+1
| +0% | +$50 | 0.06% | 233 |
|
|
2025
Q1 | $956K | Buy |
19,111
+110
| +0.6% | +$5.5K | 0.07% | 200 |
|
|
2024
Q4 | $953K | Hold |
19,001
| – | – | 0.06% | 211 |
|
|
2024
Q3 | $974K | Buy |
19,001
+358
| +2% | +$18.4K | 0.07% | 224 |
|
|
2024
Q2 | $939K | Sell |
18,643
-22,597
| -55% | -$1.14M | 0.07% | 199 |
|
|
2024
Q1 | $2.09M | Buy |
41,240
+187
| +0.5% | +$9.49K | 0.18% | 118 |
|
|
2023
Q4 | $2.09M | Buy |
+41,053
| New | +$2.09M | 0.15% | 131 |
|