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 Q2	$1.02M	Buy	20,108 +5,398	+37%	+$272K	0.01%	620
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 $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aptus Capital Advisors's JMUB Position: Q2 2026 in Review

Aptus Capital Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 37% in Q2 2026, buying an estimated $272K and bringing the position to 20,108 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #620.

Aptus Capital Advisors first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Aptus Capital Advisors held 20,108 shares of JPMorgan Municipal ETF worth $1.02M as of Q2 2026.
Aptus Capital Advisors bought 5,398 JPMorgan Municipal ETF shares in Q2 2026, an estimated $272K.
JPMorgan Municipal ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #620 holding.
Aptus Capital Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's JPMorgan Municipal ETF position peaked at $1.13M in Q3 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.