Causey Wealth LLC’s JPMorgan Municipal ETF JMUB Stock Holding History

Causey Wealth 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 Q3	$727K	Buy	+15,269	New	+$755K	0.28%	46

Other funds holding JMUB

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Causey Wealth LLC's JMUB Position: Q3 2026 in Review

Causey Wealth LLC opened a new position in JPMorgan Municipal ETF (JMUB) in Q3 2026: 15,269 shares worth $727K. The stake represents 0.28% of the portfolio and ranks #46 among its holdings.

467 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Causey Wealth LLC held 15,269 shares of JPMorgan Municipal ETF worth $727K as of Q3 2026.
JPMorgan Municipal ETF was a new Causey Wealth LLC position in Q3 2026.
JPMorgan Municipal ETF made up 0.28% of Causey Wealth LLC's portfolio in Q3 2026, its #46 holding.
467 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Causey Wealth LLC's 13F filing for Q3 2026, filed 13 Nov 2026.