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CVA Family Office’s JPMorgan Municipal ETF JMUB Stock Holding History

CVA Family Office’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
Q1 		$7.23M Buy
144,615
+21,104
+17% +$1.07M 0.76% 31
2025
Q4 		$6.24M Buy
123,511
+7,743
+7% +$392K 0.72% 35
2025
Q3 		$5.84M Sell
115,768
-4,222
-4% -$210K 0.75% 34
2025
Q2 		$5.96M Sell
119,990
-15,694
-12% -$775K 0.84% 31
2025
Q1 		$6.78M Buy
135,684
+14,193
+12% +$713K 1.04% 25
2024
Q4 		$6.09M Buy
121,491
+8,191
+7% +$415K 0.96% 27
2024
Q3 		$5.81M Buy
113,300
+12,905
+13% +$657K 0.94% 28
2024
Q2 		$5.06M Buy
100,395
+12,400
+14% +$624K 0.91% 24
2024
Q1 		$4.46M Buy
87,995
+18,985
+28% +$964K 0.8% 29
2023
Q4 		$3.52M Buy
69,010
+16,855
+32% +$829K 0.69% 33
2023
Q3 		$2.52M Buy
52,155
+13,375
+34% +$664K 0.58% 40
2023
Q2 		$1.95M Buy
38,780
+36,800
+1,859% +$1.85M 0.41% 48
2023
Q1 		$100K Buy
+1,980
New +$99.7K 0.02% 311

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CVA Family Office's JMUB Position: Q1 2026 in Review

CVA Family Office increased its JPMorgan Municipal ETF (JMUB) stake by 17% in Q1 2026, buying an estimated $1.07M and bringing the position to 144,615 shares worth $7.23M. The position accounts for 0.76% of the portfolio, ranked #31.

CVA Family Office first reported a position in JMUB in Q1 2023 and has held it in 13 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • CVA Family Office held 144,615 shares of JPMorgan Municipal ETF worth $7.23M as of Q1 2026.
  • CVA Family Office bought 21,104 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.07M.
  • JPMorgan Municipal ETF made up 0.76% of CVA Family Office's portfolio in Q1 2026, its #31 holding.
  • CVA Family Office first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 13 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.