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Crumly & Associates’s JPMorgan Municipal ETF JMUB Stock Holding History

Crumly & 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 		$5.49M Buy
115,419
+9,880
+9% +$489K 0.97% 27
2026
Q2 		$5.35M Buy
105,539
+42,223
+67% +$2.13M 1.02% 28
2026
Q1 		$3.17M Buy
63,316
+15,270
+32% +$774K 0.67% 37
2025
Q4 		$2.43M Buy
48,046
+2,676
+6% +$135K 0.51% 45
2025
Q3 		$2.29M Buy
45,370
+13,829
+44% +$687K 0.5% 42
2025
Q2 		$1.57M Sell
31,541
-4,692
-13% -$232K 0.38% 49
2025
Q1 		$1.81M Buy
36,233
+2,595
+8% +$130K 0.5% 44
2024
Q4 		$1.69M Buy
33,638
+175
+0.5% +$8.86K 0.46% 45
2024
Q3 		$1.72M Buy
33,463
+12,509
+60% +$637K 0.47% 46
2024
Q2 		$1.06M Sell
20,954
-15,690
-43% -$789K 0.3% 56
2024
Q1 		$1.86M Buy
36,644
+509
+1% +$25.8K 0.49% 46
2023
Q4 		$1.84M Buy
+36,135
New +$1.78M 0.54% 43

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crumly & Associates's JMUB Position: Q3 2026 in Review

Crumly & Associates increased its JPMorgan Municipal ETF (JMUB) stake by 9.4% in Q3 2026, buying an estimated $489K and bringing the position to 115,419 shares worth $5.49M. The position accounts for 0.97% of the portfolio, ranked #27.

Crumly & Associates first reported a position in JMUB in Q4 2023 and has held it in 12 quarters since. 352 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Crumly & Associates held 115,419 shares of JPMorgan Municipal ETF worth $5.49M as of Q3 2026.
  • Crumly & Associates bought 9,880 JPMorgan Municipal ETF shares in Q3 2026, an estimated $489K.
  • JPMorgan Municipal ETF made up 0.97% of Crumly & Associates's portfolio in Q3 2026, its #27 holding.
  • Crumly & Associates first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 12 quarters since.
  • 352 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.