Diversified Portfolios Inc’s JPMorgan Municipal ETF JMUB Stock Holding History

Diversified Portfolios Inc’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	$19.3M	Buy	380,323 +109,117	+40%	+$5.49M	1.4%	16
2026 Q1	$13.6M	Sell	271,206 -13,392	-5%	-$679K	1.11%	22
2025 Q4	$14.4M	Buy	284,598 +53,106	+23%	+$2.69M	1.2%	23
2025 Q3	$11.7M	Buy	231,492 +43,737	+23%	+$2.17M	1.03%	24
2025 Q2	$9.32M	Buy	187,755 +40,311	+27%	+$1.99M	0.89%	27
2025 Q1	$7.37M	Buy	147,444 +23,754	+19%	+$1.19M	0.78%	29
2024 Q4	$6.2M	Buy	123,690 +13,430	+12%	+$680K	0.68%	36
2024 Q3	$5.65M	Buy	110,260 +10,128	+10%	+$515K	0.64%	36
2024 Q2	$5.04M	Sell	100,132 -31,011	-24%	-$1.56M	0.66%	33
2024 Q1	$6.65M	Buy	131,143 +38,109	+41%	+$1.94M	0.94%	24
2023 Q4	$4.74M	Buy	+93,034	New	+$4.58M	0.75%	31

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

Diversified Portfolios Inc's JMUB Position: Q2 2026 in Review

Diversified Portfolios Inc increased its JPMorgan Municipal ETF (JMUB) stake by 40% in Q2 2026, buying an estimated $5.49M and bringing the position to 380,323 shares worth $19.3M. The position accounts for 1.4% of the portfolio, ranked #16.

Diversified Portfolios Inc first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Diversified Portfolios Inc held 380,323 shares of JPMorgan Municipal ETF worth $19.3M as of Q2 2026.
Diversified Portfolios Inc bought 109,117 JPMorgan Municipal ETF shares in Q2 2026, an estimated $5.49M.
JPMorgan Municipal ETF made up 1.4% of Diversified Portfolios Inc's portfolio in Q2 2026, its #16 holding.
Diversified Portfolios Inc first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.