Forvis Mazars Wealth 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	$63.4M	Buy	1,268,632 +38,093	+3%	+$1.93M	1.2%	14
2025 Q4	$62.1M	Buy	1,230,539 +45,588	+4%	+$2.31M	1.17%	15
2025 Q3	$59.8M	Buy	1,184,951 +123,953	+12%	+$6.16M	1.19%	15
2025 Q2	$52.7M	Buy	1,060,998 +125,209	+13%	+$6.19M	1.14%	14
2025 Q1	$46.8M	Buy	935,789 +11,008	+1%	+$553K	1.12%	13
2024 Q4	$46.4M	Buy	924,781 +81,180	+10%	+$4.11M	1.07%	17
2024 Q3	$43.3M	Buy	843,601 +72,458	+9%	+$3.69M	0.99%	21
2024 Q2	$38.8M	Buy	771,143 +43,953	+6%	+$2.21M	0.97%	21
2024 Q1	$36.9M	Buy	727,190 +209,487	+40%	+$10.6M	0.94%	21
2023 Q4	$26.4M	Buy	517,703 +146,528	+39%	+$7.21M	0.73%	24
2023 Q3	$18M	Buy	371,175 +65,498	+21%	+$3.25M	0.54%	35
2023 Q2	$15.4M	Buy	305,677 +93,907	+44%	+$4.73M	0.45%	39
2023 Q1	$10.7M	Buy	+211,770	New	+$10.7M	0.35%	51