West Oak Capital’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 | $2.33K | Hold |
4,700
| – | – | 0.09% | 116 |
|
|
2025
Q1 | $2.35K | Hold |
4,700
| – | – | 0.09% | 111 |
|
|
2024
Q4 | $2.36M | Buy |
4,700
+700
| +18% | +$351K | 0.08% | 109 |
|
|
2024
Q3 | $2.05K | Hold |
4,000
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $202K | Hold |
4,000
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $203K | Hold |
4,000
| – | – | 0.09% | 123 |
|
|
2023
Q4 | $204K | Buy |
4,000
+1,000
| +33% | +$51K | 0.1% | 122 |
|
|
2023
Q3 | $145K | Buy |
3,000
+1,000
| +50% | +$48.3K | 0.07% | 128 |
|
|
2023
Q2 | $100K | Buy |
2,000
+500
| +33% | +$25.1K | 0.05% | 146 |
|
|
2023
Q1 | $75.9K | Hold |
1,500
| – | – | 0.04% | 156 |
|
|
2022
Q4 | $75K | Hold |
1,500
| – | – | 0.04% | 146 |
|
|
2022
Q3 | $73K | Hold |
1,500
| – | – | 0.04% | 153 |
|
|
2022
Q2 | $75K | Hold |
1,500
| – | – | 0.04% | 152 |
|
|
2022
Q1 | $77K | Sell |
1,500
-1,000
| -40% | -$51.3K | 0.03% | 164 |
|
|
2021
Q4 | $137K | Hold |
2,500
| – | – | 0.05% | 145 |
|
|
2021
Q3 | $137K | Buy |
2,500
+1,200
| +92% | +$65.8K | 0.05% | 142 |
|
|
2021
Q2 | $72K | Hold |
1,300
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $71K | Hold |
1,300
| – | – | 0.03% | 168 |
|
|
2020
Q4 | $72K | Hold |
1,300
| – | – | 0.03% | 167 |
|
|
2020
Q3 | $71K | Hold |
1,300
| – | – | 0.04% | 152 |
|
|
2020
Q2 | $70K | Hold |
1,300
| – | – | 0.04% | 155 |
|
|
2020
Q1 | $69K | Hold |
1,300
| – | – | 0.05% | 151 |
|
|
2019
Q4 | $70K | Buy |
1,300
+300
| +30% | +$16.2K | 0.04% | 160 |
|
|
2019
Q3 | $54K | Hold |
1,000
| – | – | 0.03% | 173 |
|
|
2019
Q2 | $53K | Buy |
+1,000
| New | +$53K | 0.03% | 174 |
|