ProVise Management Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,568	Closed	-$656K	–	349
2023 Q3	$656K	Buy	13,568 +3,610	+36%	+$175K	0.06%	198
2023 Q2	$500K	Buy	+9,958	New	+$500K	0.05%	228