Baron Silver Stevens Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Baron Silver Stevens Financial 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	$11.7M	Buy	234,829 +16,244	+7%	+$824K	1.7%	18
2025 Q4	$11M	Buy	218,585 +23,295	+12%	+$1.18M	1.59%	19
2025 Q3	$9.86M	Buy	195,290 +49,188	+34%	+$2.44M	1.44%	19
2025 Q2	$7.25M	Sell	146,102 -33,564	-19%	-$1.66M	1.16%	22
2025 Q1	$8.98M	Buy	179,666 +42,343	+31%	+$2.13M	1.57%	20
2024 Q4	$6.89M	Buy	137,323 +5,407	+4%	+$274K	1.17%	21
2024 Q3	$6.76M	Buy	131,916 +6,837	+5%	+$348K	1.18%	22
2024 Q2	$6.3M	Buy	125,079 +7,433	+6%	+$374K	1.19%	21
2024 Q1	$5.97M	Buy	117,646 +19,683	+20%	+$999K	1.15%	21
2023 Q4	$4.99M	Buy	97,963 +59,958	+158%	+$2.95M	1.05%	22
2023 Q3	$1.84M	Buy	+38,005	New	+$1.89M	0.42%	31

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

Baron Silver Stevens Financial Advisors's JMUB Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 7.4% in Q1 2026, buying an estimated $824K and bringing the position to 234,829 shares worth $11.7M. The position accounts for 1.7% of the portfolio, ranked #18.

Baron Silver Stevens Financial Advisors first reported a position in JMUB in Q3 2023 and has held it in 11 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Baron Silver Stevens Financial Advisors held 234,829 shares of JPMorgan Municipal ETF worth $11.7M as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 16,244 JPMorgan Municipal ETF shares in Q1 2026, an estimated $824K.
JPMorgan Municipal ETF made up 1.7% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #18 holding.
Baron Silver Stevens Financial Advisors first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 11 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.