Apella Capital
JMUB icon

Apella Capital’s JPMorgan Municipal ETF JMUB Stock Holding History

Apella Capital’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 		$1.92M Sell
40,483
-2,225
-5% -$110K 0.02% 286
2026
Q2 		$2.15M Sell
42,708
-2,580
-6% -$130K 0.03% 251
2026
Q1 		$2.29M Buy
+45,288
New +$2.3M 0.03% 243

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1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Bailard
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Avidian Wealth Enterprises
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
Chesley Taft & Associates
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Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Apella Capital's JMUB Position: Q3 2026 in Review

Apella Capital reduced its JPMorgan Municipal ETF (JMUB) stake by 5.2% in Q3 2026, selling an estimated $110K and leaving 40,483 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #286.

Apella Capital first reported a position in JMUB in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.29M in Q1 2026. 96 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Apella Capital held 40,483 shares of JPMorgan Municipal ETF worth $1.92M as of Q3 2026.
  • Apella Capital sold 2,225 JPMorgan Municipal ETF shares in Q3 2026, an estimated $110K.
  • JPMorgan Municipal ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #286 holding.
  • Apella Capital first reported a position in JPMorgan Municipal ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's JPMorgan Municipal ETF position peaked at $2.29M in Q1 2026.
  • 96 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.