Resonant Capital Advisors’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	$3.91M	Sell	78,223 -2,140	-3%	-$109K	0.21%	80
2025 Q4	$4.07M	Buy	80,363 +1,384	+2%	+$70K	0.22%	72
2025 Q3	$3.99M	Buy	78,979 +57	+0.1%	+$2.83K	0.23%	75
2025 Q2	$3.92M	Sell	78,922 -9,656	-11%	-$477K	0.25%	76
2025 Q1	$4.43M	Buy	88,578 +5,142	+6%	+$258K	0.31%	63
2024 Q4	$4.19M	Buy	83,436 +15,287	+22%	+$774K	0.31%	68
2024 Q3	$3.49M	Hold	68,149	–	–	0.26%	76
2024 Q2	$3.43M	Sell	68,149 -8,020	-11%	-$403K	0.28%	74
2024 Q1	$3.86M	Buy	76,169 +449	+0.6%	+$22.8K	0.33%	66
2023 Q4	$3.86M	Buy	75,720 +10,351	+16%	+$509K	0.37%	59
2023 Q3	$3.16M	Buy	65,369 +4,616	+8%	+$229K	0.34%	67
2023 Q2	$3.05M	Sell	60,753 -582	-0.9%	-$29.3K	0.33%	69
2023 Q1	$3.11M	Hold	61,335	–	–	0.35%	70
2022 Q4	$3.05M	Sell	61,335 -54,803	-47%	-$2.69M	0.38%	68
2022 Q3	$5.62M	Sell	116,138 -16,485	-12%	-$827K	0.85%	28
2022 Q2	$6.62M	Buy	132,623 +22,909	+21%	+$1.15M	1.03%	22
2022 Q1	$5.63M	Buy	+109,714	New	+$5.83M	0.83%	27