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 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 $1.56T 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

Cape Investment Advisory's JMUB Position: Q1 2026 in Review

Cape Investment Advisory sold out of JPMorgan Municipal ETF (JMUB) in Q1 2026, closing a stake of 154 shares — an estimated $7.78K sold.

Cape Investment Advisory first reported a position in JMUB in Q1 2023 and held it in 12 quarters. The position peaked at $86.4K in Q2 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Cape Investment Advisory reported no remaining JPMorgan Municipal ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 154 JPMorgan Municipal ETF shares in Q1 2026, an estimated $7.78K.
Cape Investment Advisory first reported a position in JPMorgan Municipal ETF in Q1 2023 and held it in 12 quarters.
Cape Investment Advisory's JPMorgan Municipal ETF position peaked at $86.4K in Q2 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.