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Chesley Taft & Associates’s JPMorgan Municipal ETF JMUB Stock Holding History

Chesley Taft & Associates’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 		$15.8M Buy
312,202
+31,500
+11% +$1.59M 0.62% 44
2026
Q1 		$14M Buy
280,702
+27,520
+11% +$1.4M 0.59% 49
2025
Q4 		$12.8M Buy
253,182
+78,847
+45% +$3.99M 0.5% 51
2025
Q3 		$8.8M Buy
174,335
+31,835
+22% +$1.58M 0.37% 62
2025
Q2 		$7.07M Buy
142,500
+66,440
+87% +$3.28M 0.32% 72
2025
Q1 		$3.8M Buy
76,060
+11,045
+17% +$555K 0.18% 103
2024
Q4 		$3.26M Buy
65,015
+48,100
+284% +$2.44M 0.15% 110
2024
Q3 		$867K Sell
16,915
-2,765
-14% -$141K 0.04% 208
2024
Q2 		$991K Buy
19,680
+12,805
+186% +$644K 0.05% 188
2024
Q1 		$349K Buy
+6,875
New +$349K 0.02% 275

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Chesley Taft & Associates's JMUB Position: Q2 2026 in Review

Chesley Taft & Associates increased its JPMorgan Municipal ETF (JMUB) stake by 11% in Q2 2026, buying an estimated $1.59M and bringing the position to 312,202 shares worth $15.8M. The position accounts for 0.62% of the portfolio, ranked #44.

Chesley Taft & Associates first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Chesley Taft & Associates held 312,202 shares of JPMorgan Municipal ETF worth $15.8M as of Q2 2026.
  • Chesley Taft & Associates bought 31,500 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.59M.
  • JPMorgan Municipal ETF made up 0.62% of Chesley Taft & Associates's portfolio in Q2 2026, its #44 holding.
  • Chesley Taft & Associates first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.