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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
Q3 		$1.37M Buy
28,769
+6,906
+32% +$342K 0.22% 30
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Conrad Siegel Investment Advisors's JMUB Position: Q3 2026 in Review

Conrad Siegel Investment Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 32% in Q3 2026, buying an estimated $342K and bringing the position to 28,769 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #30.

Conrad Siegel Investment Advisors first reported a position in JMUB in Q2 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Conrad Siegel Investment Advisors held 28,769 shares of JPMorgan Municipal ETF worth $1.37M as of Q3 2026.
  • Conrad Siegel Investment Advisors bought 6,906 JPMorgan Municipal ETF shares in Q3 2026, an estimated $342K.
  • JPMorgan Municipal ETF made up 0.22% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #30 holding.
  • Conrad Siegel Investment Advisors first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.