Conrad Siegel Investment Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Conrad Siegel Investment Advisors’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	$1.11M	Buy	21,863 +11,988	+121%	+$604K	0.18%	29
2026 Q1	$494K	Buy	9,875 +1,762	+22%	+$89.3K	0.09%	45
2025 Q4	$410K	Buy	8,113 +25	+0.3%	+$1.26K	0.08%	45
2025 Q3	$408K	Buy	8,088 +3,331	+70%	+$165K	0.09%	42
2025 Q2	$236K	Buy	+4,757	New	+$235K	0.05%	49

Other funds holding JMUB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Conrad Siegel Investment Advisors's JMUB Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 121% in Q2 2026, buying an estimated $604K and bringing the position to 21,863 shares worth $1.11M. The position accounts for 0.18% of the portfolio, ranked #29.

Conrad Siegel Investment Advisors first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Conrad Siegel Investment Advisors held 21,863 shares of JPMorgan Municipal ETF worth $1.11M as of Q2 2026.
Conrad Siegel Investment Advisors bought 11,988 JPMorgan Municipal ETF shares in Q2 2026, an estimated $604K.
JPMorgan Municipal ETF made up 0.18% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #29 holding.
Conrad Siegel Investment Advisors first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
371 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.