Personal CFO Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-33,111	Closed	-$1.7M	–	548
2024 Q3	$1.7M	Buy	33,111 +7,975	+32%	+$409K	0.24%	79
2024 Q2	$1.27M	Buy	25,136 +8,365	+50%	+$421K	0.19%	97
2024 Q1	$851K	Buy	16,771 +3,851	+30%	+$195K	0.13%	152
2023 Q4	$658K	Buy	+12,920	New	+$658K	0.11%	181