Marshall Financial Group (Maryland)’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	$1.03M	Buy	20,711 +7,234	+54%	+$358K	0.2%	118
2025 Q1	$674K	Buy	13,477 +8,491	+170%	+$425K	0.15%	151
2024 Q4	$250K	Buy	+4,986	New	+$250K	0.06%	196