Avantax Planning Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$62M	Sell	1,241,164 -10,236	-0.8%	-$519K	1.7%	14
2025 Q4	$63.2M	Buy	1,251,400 +91,216	+8%	+$4.61M	1.77%	13
2025 Q3	$58.6M	Buy	1,160,184 +545,783	+89%	+$27.1M	1.68%	13
2025 Q2	$30.5M	Buy	614,401 +74,739	+14%	+$3.69M	0.97%	20
2025 Q1	$27M	Buy	539,662 +44,882	+9%	+$2.26M	0.96%	20
2024 Q4	$24.8M	Buy	494,780 +12,098	+3%	+$612K	0.89%	21
2024 Q3	$24.7M	Sell	482,682 -63,891	-12%	-$3.25M	0.89%	19
2024 Q2	$27.5M	Sell	546,573 -16,355	-3%	-$823K	0.89%	19
2024 Q1	$28.6M	Sell	562,928 -19,332	-3%	-$982K	0.93%	20
2023 Q4	$29.7M	Buy	582,260 +103,995	+22%	+$5.12M	1.13%	17
2023 Q3	$23.1M	Sell	478,265 -61,506	-11%	-$3.05M	0.97%	19
2023 Q2	$27.1M	Sell	539,771 -10,858	-2%	-$546K	1.08%	19
2023 Q1	$27.9M	Sell	550,629 -9,277	-2%	-$467K	1.13%	16
2022 Q4	$27.8M	Buy	559,906 +296,824	+113%	+$14.6M	1.1%	15
2022 Q3	$12.7M	Sell	263,082 -46,340	-15%	-$2.32M	0.57%	26
2022 Q2	$15.4M	Buy	309,422 +51,459	+20%	+$2.58M	0.66%	23
2022 Q1	$13.3M	Buy	+257,963	New	+$13.7M	0.53%	23