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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
Q2 		$12.5M Buy
247,480
+47,811
+24% +$2.41M 0.29% 81
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Analysts LLC's JMUB Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Municipal ETF (JMUB) stake by 24% in Q2 2026, buying an estimated $2.41M and bringing the position to 247,480 shares worth $12.5M. The position accounts for 0.29% of the portfolio, ranked #81.

Capital Analysts LLC first reported a position in JMUB in Q2 2024 and has held it in 9 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Capital Analysts LLC held 247,480 shares of JPMorgan Municipal ETF worth $12.5M as of Q2 2026.
  • Capital Analysts LLC bought 47,811 JPMorgan Municipal ETF shares in Q2 2026, an estimated $2.41M.
  • JPMorgan Municipal ETF made up 0.29% of Capital Analysts LLC's portfolio in Q2 2026, its #81 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 9 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.