CX Institutional’s JPMorgan Municipal ETF JMUB Stock Holding History

CX Institutional’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	$14K	Buy	+295	New	+$14.6K	﹤0.01%	1294
2022 Q3	–	Sell	-2,761	Closed	-$138K	–	824
2022 Q2	$138K	Buy	+2,761	New	+$138K	0.01%	495
2021 Q4	–	Sell	-2,761	Closed	-$152K	–	648
2021 Q3	$152K	Buy	+2,761	New	+$153K	0.01%	385
2021 Q2	–	Sell	-2,761	Closed	-$151K	–	963
2021 Q1	$151K	Buy	+2,761	New	+$152K	0.01%	333

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

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

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

CX Institutional's JMUB Position: Q3 2026 in Review

CX Institutional opened a new position in JPMorgan Municipal ETF (JMUB) in Q3 2026: 295 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings. This is a return to the name: CX Institutional previously reported a position in JMUB as recently as Q2 2022.

CX Institutional first reported a position in JMUB in Q1 2021 and has held it in 4 quarters since. The position peaked at $152K in Q3 2021. 109 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

CX Institutional held 295 shares of JPMorgan Municipal ETF worth $14K as of Q3 2026.
JPMorgan Municipal ETF was a new CX Institutional position in Q3 2026.
JPMorgan Municipal ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1294 holding.
CX Institutional first reported a position in JPMorgan Municipal ETF in Q1 2021 and has held it in 4 quarters since.
CX Institutional's JPMorgan Municipal ETF position peaked at $152K in Q3 2021.
109 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.