Wealthcare Advisory Partners’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 | $1.48M | Sell |
29,755
-15,218
| -34% | -$755K | 0.03% | 396 |
|
|
2025
Q1 | $2.25M | Buy |
44,973
+10,867
| +32% | +$543K | 0.06% | 262 |
|
|
2024
Q4 | $1.71M | Buy |
34,106
+4,268
| +14% | +$214K | 0.05% | 306 |
|
|
2024
Q3 | $1.53M | Buy |
29,838
+3,019
| +11% | +$155K | 0.04% | 316 |
|
|
2024
Q2 | $1.35M | Buy |
26,819
+568
| +2% | +$28.6K | 0.04% | 315 |
|
|
2024
Q1 | $1.33M | Buy |
26,251
+20,695
| +372% | +$1.05M | 0.04% | 306 |
|
|
2023
Q4 | $283K | Hold |
5,556
| – | – | 0.01% | 622 |
|
|
2023
Q3 | $269K | Hold |
5,556
| – | – | 0.01% | 579 |
|
|
2023
Q2 | $279K | Hold |
5,556
| – | – | 0.01% | 581 |
|
|
2023
Q1 | $281K | Hold |
5,556
| – | – | 0.01% | 591 |
|
|
2022
Q4 | $276K | Buy |
+5,556
| New | +$276K | 0.01% | 561 |
|