Capital Analysts LLC’s JPMorgan Municipal ETF JMUB Stock Holding History

Capital Analysts LLC’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	$9.98M	Buy	199,669 +15,861	+9%	+$804K	0.26%	89
2025 Q4	$9.28M	Buy	183,808 +85,060	+86%	+$4.3M	0.26%	88
2025 Q3	$4.98M	Buy	98,748 +42,211	+75%	+$2.1M	0.15%	126
2025 Q2	$2.81M	Buy	56,537 +46,863	+484%	+$2.31M	0.09%	175
2025 Q1	$484K	Sell	9,674 -5,377	-36%	-$270K	0.02%	373
2024 Q4	$755K	Buy	15,051 +12,668	+532%	+$641K	0.03%	280
2024 Q3	$122K	Hold	2,383	–	–	0.01%	551
2024 Q2	$120K	Buy	+2,383	New	+$120K	0.01%	538

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

Capital Analysts LLC's JMUB Position: Q1 2026 in Review

Capital Analysts LLC increased its JPMorgan Municipal ETF (JMUB) stake by 8.6% in Q1 2026, buying an estimated $804K and bringing the position to 199,669 shares worth $9.98M. The position accounts for 0.26% of the portfolio, ranked #89.

Capital Analysts LLC first reported a position in JMUB in Q2 2024 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Capital Analysts LLC held 199,669 shares of JPMorgan Municipal ETF worth $9.98M as of Q1 2026.
Capital Analysts LLC bought 15,861 JPMorgan Municipal ETF shares in Q1 2026, an estimated $804K.
JPMorgan Municipal ETF made up 0.26% of Capital Analysts LLC's portfolio in Q1 2026, its #89 holding.
Capital Analysts LLC first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 8 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.