Matthew Hamilton Rosenberg’s JPMorgan Municipal ETF JMUB Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio JMUB Stock Details JMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.9M	Sell	145,081 -65,794	-31%	-$3.25M	1.24%	14
2026 Q2	$10.7M	Buy	210,875 +25,311	+14%	+$1.27M	1.99%	10
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

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Matthew Hamilton Rosenberg's JMUB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its JPMorgan Municipal ETF (JMUB) stake by 31% in Q3 2026, selling an estimated $3.25M and leaving 145,081 shares worth $6.9M. The position accounts for 1.24% of the portfolio, ranked #14.

Matthew Hamilton Rosenberg first reported a position in JMUB in Q4 2021 and has held it in 14 quarters since. The position peaked at $10.7M in Q2 2026. 69 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Matthew Hamilton Rosenberg held 145,081 shares of JPMorgan Municipal ETF worth $6.9M as of Q3 2026.
Matthew Hamilton Rosenberg sold 65,794 JPMorgan Municipal ETF shares in Q3 2026, an estimated $3.25M.
JPMorgan Municipal ETF made up 1.24% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #14 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan Municipal ETF in Q4 2021 and has held it in 14 quarters since.
Matthew Hamilton Rosenberg's JPMorgan Municipal ETF position peaked at $10.7M in Q2 2026.
69 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.