Cape Investment Advisory’s JPMorgan Municipal ETF JMUB Stock Holding History

Cape Investment Advisory’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	$8.41K	Buy	+166	New	+$8.36K	﹤0.01%	902
2026 Q1	–	Sell	-154	Closed	-$7.78K	–	722
2025 Q4	$7.78K	Sell	154 -120	-44%	-$6.07K	﹤0.01%	802
2025 Q3	$13.8K	Sell	274 -1,466	-84%	-$72.8K	0.01%	360
2025 Q2	$86.4K	Buy	1,740 +1,522	+698%	+$75.2K	0.03%	287
2025 Q1	$10.9K	Hold	218	–	–	﹤0.01%	585
2024 Q4	$10.9K	Buy	218 +25	+13%	+$1.27K	﹤0.01%	566
2024 Q3	$9.89K	Hold	193	–	–	﹤0.01%	565
2024 Q2	$9.72K	Hold	193	–	–	﹤0.01%	531
2024 Q1	$9.79K	Buy	193 +62	+47%	+$3.15K	﹤0.01%	556
2023 Q4	$6.68K	Hold	131	–	–	﹤0.01%	734
2023 Q3	$6.34K	Buy	131 +23	+21%	+$1.14K	﹤0.01%	628
2023 Q2	$5.42K	Hold	108	–	–	﹤0.01%	640
2023 Q1	$5.47K	Buy	+108	New	+$5.44K	﹤0.01%	648

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 22.9% 1-Year Est. Return

Cape Investment Advisory's JMUB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2026: 166 shares worth $8.41K. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in JMUB as recently as Q4 2025.

Cape Investment Advisory first reported a position in JMUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $86.4K in Q2 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Cape Investment Advisory held 166 shares of JPMorgan Municipal ETF worth $8.41K as of Q2 2026.
JPMorgan Municipal ETF was a new Cape Investment Advisory position in Q2 2026.
JPMorgan Municipal ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #902 holding.
Cape Investment Advisory first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's JPMorgan Municipal ETF position peaked at $86.4K in Q2 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.