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 Q3	$15.8M	Buy	331,298 +19,096	+6%	+$945K	0.62%	42
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Chesley Taft & Associates's JMUB Position: Q3 2026 in Review

Chesley Taft & Associates increased its JPMorgan Municipal ETF (JMUB) stake by 6.1% in Q3 2026, buying an estimated $945K and bringing the position to 331,298 shares worth $15.8M. The position accounts for 0.62% of the portfolio, ranked #42.

Chesley Taft & Associates first reported a position in JMUB in Q1 2024 and has held it in 11 quarters since. The position peaked at $15.8M in Q2 2026. 167 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Chesley Taft & Associates held 331,298 shares of JPMorgan Municipal ETF worth $15.8M as of Q3 2026.
Chesley Taft & Associates bought 19,096 JPMorgan Municipal ETF shares in Q3 2026, an estimated $945K.
JPMorgan Municipal ETF made up 0.62% of Chesley Taft & Associates's portfolio in Q3 2026, its #42 holding.
Chesley Taft & Associates first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 11 quarters since.
Chesley Taft & Associates's JPMorgan Municipal ETF position peaked at $15.8M in Q2 2026.
167 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.