Aptus Capital Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Aptus Capital Advisors’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 Q1	$735K	Sell	14,710 -4,639	-24%	-$235K	0.01%	635
2025 Q4	$977K	Sell	19,349 -3,086	-14%	-$156K	0.01%	588
2025 Q3	$1.13M	Buy	22,435 +2,542	+13%	+$126K	0.01%	534
2025 Q2	$987K	Buy	19,893 +7,688	+63%	+$380K	0.01%	540
2025 Q1	$610K	Buy	12,205 +8,859	+265%	+$445K	0.01%	594
2024 Q4	$168K	Sell	3,346 -680	-17%	-$34.4K	﹤0.01%	927
2024 Q3	$206K	Buy	4,026 +2,997	+291%	+$153K	﹤0.01%	756
2024 Q2	$51.8K	Sell	1,029 -1,326	-56%	-$66.7K	﹤0.01%	892
2024 Q1	$119K	Buy	+2,355	New	+$120K	﹤0.01%	798

Other funds holding JMUB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aptus Capital Advisors's JMUB Position: Q1 2026 in Review

Aptus Capital Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 24% in Q1 2026, selling an estimated $235K and leaving 14,710 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #635.

Aptus Capital Advisors first reported a position in JMUB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q3 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Aptus Capital Advisors held 14,710 shares of JPMorgan Municipal ETF worth $735K as of Q1 2026.
Aptus Capital Advisors sold 4,639 JPMorgan Municipal ETF shares in Q1 2026, an estimated $235K.
JPMorgan Municipal ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #635 holding.
Aptus Capital Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's JPMorgan Municipal ETF position peaked at $1.13M in Q3 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.