Beaumont Financial Advisors’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	$1.46M	Sell	29,289 -527	-2%	-$26.7K	0.1%	127
2025 Q4	$1.51M	Sell	29,816 -4,054	-12%	-$205K	0.1%	122
2025 Q3	$1.71M	Buy	33,870 +911	+3%	+$45.3K	0.11%	110
2025 Q2	$1.64M	Sell	32,959 -556	-2%	-$27.5K	0.12%	107
2025 Q1	$1.68M	Buy	33,515 +1,365	+4%	+$68.6K	0.13%	108
2024 Q4	$1.61M	Hold	32,150	–	–	0.12%	110
2024 Q3	$1.65M	Sell	32,150 -3,888	-11%	-$198K	0.13%	101
2024 Q2	$1.82M	Hold	36,038	–	–	0.15%	95
2024 Q1	$1.83M	Hold	36,038	–	–	0.15%	90
2023 Q4	$1.84M	Sell	36,038 -3,379	-9%	-$166K	0.17%	85
2023 Q3	$1.91M	Sell	39,417 -284	-0.7%	-$14.1K	0.19%	77
2023 Q2	$1.99M	Sell	39,701 -616	-2%	-$31K	0.18%	82
2023 Q1	$2.04M	Buy	40,317 +1,436	+4%	+$72.3K	0.21%	68
2022 Q4	$1.93M	Sell	38,881 -16,782	-30%	-$823K	0.19%	78
2022 Q3	$2.69M	Sell	55,663 -4,152	-7%	-$208K	0.26%	53
2022 Q2	$2.98M	Buy	+59,815	New	+$2.99M	0.27%	60