CRIG
JMUB icon

Charter Research & Investment Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Charter Research & Investment Group’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 		$254K Buy
5,009
+13
+0.3% +$654 0.15% 77
2026
Q1 		$250K Buy
4,996
+12
+0.2% +$608 0.17% 76
2025
Q4 		$252K Buy
+4,984
New +$252K 0.17% 71

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

Charter Research & Investment Group's JMUB Position: Q2 2026 in Review

Charter Research & Investment Group increased its JPMorgan Municipal ETF (JMUB) stake by 0.26% in Q2 2026, buying an estimated $654 and bringing the position to 5,009 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #77.

Charter Research & Investment Group first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Charter Research & Investment Group held 5,009 shares of JPMorgan Municipal ETF worth $254K as of Q2 2026.
  • Charter Research & Investment Group bought 13 JPMorgan Municipal ETF shares in Q2 2026, an estimated $654.
  • JPMorgan Municipal ETF made up 0.15% of Charter Research & Investment Group's portfolio in Q2 2026, its #77 holding.
  • Charter Research & Investment Group first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.