Matthew Hamilton Rosenberg’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	$9.28M	Buy	185,564 +23,271	+14%	+$1.18M	1.9%	11
2025 Q4	$8.2M	Buy	162,293 +49,502	+44%	+$2.5M	1.7%	11
2025 Q3	$5.69M	Buy	112,791 +47,289	+72%	+$2.35M	1.23%	13
2025 Q2	$3.25M	Buy	65,502 +27,978	+75%	+$1.38M	0.76%	21
2025 Q1	$1.88M	Buy	37,524 +5,889	+19%	+$296K	0.47%	27
2024 Q4	$1.59M	Buy	31,635 +12,241	+63%	+$620K	0.41%	29
2024 Q3	$994K	Sell	19,394 -1,761	-8%	-$89.6K	0.26%	42
2024 Q2	$1.06M	Buy	21,155 +1,437	+7%	+$72.3K	0.31%	37
2024 Q1	$995K	Buy	19,718 +9,436	+92%	+$479K	0.29%	39
2023 Q4	$524K	Buy	+10,282	New	+$506K	0.16%	65
2022 Q2	–	Sell	-354	Closed	-$18K	–	800
2022 Q1	$18K	Hold	354	–	–	0.01%	573
2021 Q4	$19K	Buy	+354	New	+$19.4K	0.01%	532