D.A. Davidson & Co’s JPMorgan Municipal ETF JMUB Stock Holding History

D.A. Davidson & Co’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	$428K	Buy	9,000 +390	+5%	+$19.3K	﹤0.01%	1259
2026 Q2	$436K	Buy	8,610 +1,000	+13%	+$50.3K	﹤0.01%	1252
2026 Q1	$380K	Buy	7,610 +944	+14%	+$47.9K	﹤0.01%	1268
2025 Q4	$337K	Buy	6,666 +1,947	+41%	+$98.5K	﹤0.01%	1277
2025 Q3	$238K	Buy	4,719 +91	+2%	+$4.52K	﹤0.01%	1380
2025 Q2	$230K	Buy	+4,628	New	+$229K	﹤0.01%	1306

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

D.A. Davidson & Co's JMUB Position: Q3 2026 in Review

D.A. Davidson & Co increased its JPMorgan Municipal ETF (JMUB) stake by 4.5% in Q3 2026, buying an estimated $19.3K and bringing the position to 9,000 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

D.A. Davidson & Co first reported a position in JMUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $436K in Q2 2026. 212 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

D.A. Davidson & Co held 9,000 shares of JPMorgan Municipal ETF worth $428K as of Q3 2026.
D.A. Davidson & Co bought 390 JPMorgan Municipal ETF shares in Q3 2026, an estimated $19.3K.
JPMorgan Municipal ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1259 holding.
D.A. Davidson & Co first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 6 quarters since.
D.A. Davidson & Co's JPMorgan Municipal ETF position peaked at $436K in Q2 2026.
212 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.