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 Q2	$7.71M	Buy	152,292 +7,677	+5%	+$386K	0.7%	32
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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CVA Family Office's JMUB Position: Q2 2026 in Review

CVA Family Office increased its JPMorgan Municipal ETF (JMUB) stake by 5.3% in Q2 2026, buying an estimated $386K and bringing the position to 152,292 shares worth $7.71M. The position accounts for 0.7% of the portfolio, ranked #32.

CVA Family Office first reported a position in JMUB in Q1 2023 and has held it in 14 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

CVA Family Office held 152,292 shares of JPMorgan Municipal ETF worth $7.71M as of Q2 2026.
CVA Family Office bought 7,677 JPMorgan Municipal ETF shares in Q2 2026, an estimated $386K.
JPMorgan Municipal ETF made up 0.7% of CVA Family Office's portfolio in Q2 2026, its #32 holding.
CVA Family Office first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 14 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.