Western Wealth Management’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 | $545K | Sell |
10,986
-1,783
| -14% | -$88.5K | 0.03% | 389 |
|
2025
Q1 | $638K | Buy |
12,769
+619
| +5% | +$31K | 0.04% | 329 |
|
2024
Q4 | $609K | Buy |
12,150
+625
| +5% | +$31.3K | 0.04% | 327 |
|
2024
Q3 | $591K | Buy |
11,525
+533
| +5% | +$27.3K | 0.03% | 419 |
|
2024
Q2 | $554K | Buy |
10,992
+217
| +2% | +$10.9K | 0.04% | 345 |
|
2024
Q1 | $547K | Buy |
10,775
+1,072
| +11% | +$54.4K | 0.04% | 347 |
|
2023
Q4 | $494K | Buy |
9,703
+1,869
| +24% | +$95.2K | 0.04% | 414 |
|
2023
Q3 | $379K | Buy |
7,834
+3,231
| +70% | +$156K | 0.03% | 448 |
|
2023
Q2 | $231K | Buy |
+4,603
| New | +$231K | 0.02% | 578 |
|
2022
Q4 | – | Sell |
-4,166
| Closed | -$202K | – | 707 |
|
2022
Q3 | $202K | Buy |
+4,166
| New | +$202K | 0.01% | 749 |
|