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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's JMUB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its JPMorgan Municipal ETF (JMUB) stake by 14% in Q2 2026, buying an estimated $1.27M and bringing the position to 210,875 shares worth $10.7M. The position accounts for 1.99% of the portfolio, ranked #10.

Matthew Hamilton Rosenberg first reported a position in JMUB in Q4 2021 and has held it in 13 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Matthew Hamilton Rosenberg held 210,875 shares of JPMorgan Municipal ETF worth $10.7M as of Q2 2026.
Matthew Hamilton Rosenberg bought 25,311 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.27M.
JPMorgan Municipal ETF made up 1.99% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #10 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan Municipal ETF in Q4 2021 and has held it in 13 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.