WAAG
Wealth Alliance Advisory Group’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
202,077
-873
| -0.4% | -$43.3K | 1.91% | 14 |
|
|
2025
Q1 | $10.1M | Buy |
202,950
+18,962
| +10% | +$948K | 2.1% | 11 |
|
|
2024
Q4 | $9.23M | Buy |
183,988
+6,899
| +4% | +$346K | 1.95% | 15 |
|
|
2024
Q3 | $9.08M | Buy |
177,089
+993
| +0.6% | +$50.9K | 1.91% | 15 |
|
|
2024
Q2 | $8.87M | Buy |
176,096
+5,813
| +3% | +$293K | 2% | 15 |
|
|
2024
Q1 | $8.64M | Buy |
170,283
+15,341
| +10% | +$778K | 2.01% | 14 |
|
|
2023
Q4 | $7.9M | Sell |
154,942
-670
| -0.4% | -$34.1K | 2.06% | 13 |
|
|
2023
Q3 | $7.53M | Buy |
155,612
+8
| +0% | +$387 | 2.23% | 13 |
|
|
2023
Q2 | $7.82M | Sell |
155,604
-1,126
| -0.7% | -$56.6K | 2.76% | 9 |
|
|
2023
Q1 | $7.94M | Sell |
156,730
-2,602
| -2% | -$132K | 2.97% | 8 |
|
|
2022
Q4 | $7.92M | Buy |
159,332
+12,840
| +9% | +$638K | 3.03% | 8 |
|
|
2022
Q3 | $7.09M | Buy |
+146,492
| New | +$7.09M | 3.13% | 8 |
|