WealthCare Investment 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 | $2.88M | Buy |
58,200
+790
| +1% | +$39.1K | 1.04% | 26 |
|
2025
Q1 | $2.82M | Buy |
57,410
+4,111
| +8% | +$202K | 1.19% | 24 |
|
2024
Q4 | $2.68M | Sell |
53,299
-5,199
| -9% | -$261K | 1.17% | 25 |
|
2024
Q3 | $2.98M | Buy |
58,498
+333
| +0.6% | +$17K | 1.31% | 21 |
|
2024
Q2 | $2.93M | Buy |
58,165
+4,197
| +8% | +$211K | 1.36% | 21 |
|
2024
Q1 | $2.74M | Buy |
53,968
+16,511
| +44% | +$838K | 1.32% | 21 |
|
2023
Q4 | $1.91M | Buy |
37,457
+650
| +2% | +$33.2K | 1.04% | 27 |
|
2023
Q3 | $1.77M | Buy |
36,807
+2,988
| +9% | +$144K | 1.08% | 30 |
|
2023
Q2 | $1.69M | Buy |
33,819
+4,952
| +17% | +$248K | 1.02% | 32 |
|
2023
Q1 | $1.46M | Buy |
28,867
+4,753
| +20% | +$241K | 0.88% | 32 |
|
2022
Q4 | $1.2M | Buy |
+24,114
| New | +$1.2M | 0.82% | 33 |
|