Dorsey & Whitney Trust’s JPMorgan Municipal ETF JMUB Stock Holding History

Dorsey & Whitney Trust’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	$1.23M	Sell	24,355 -935	-4%	-$47.1K	0.06%	259
2026 Q1	$1.26M	Buy	25,290 +3,650	+17%	+$185K	0.07%	241
2025 Q4	$1.09M	Buy	21,640 +1,090	+5%	+$55.1K	0.06%	266
2025 Q3	$1.04M	Sell	20,550 -2,465	-11%	-$122K	0.05%	274
2025 Q2	$1.14M	Buy	23,015 +2,500	+12%	+$123K	0.06%	251
2025 Q1	$1.03M	Buy	20,515 +5	+0%	+$251	0.06%	258
2024 Q4	$1.03M	Buy	+20,510	New	+$1.04M	0.06%	259

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

Dorsey & Whitney Trust's JMUB Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its JPMorgan Municipal ETF (JMUB) stake by 3.7% in Q2 2026, selling an estimated $47.1K and leaving 24,355 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #259.

Dorsey & Whitney Trust first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Dorsey & Whitney Trust held 24,355 shares of JPMorgan Municipal ETF worth $1.23M as of Q2 2026.
Dorsey & Whitney Trust sold 935 JPMorgan Municipal ETF shares in Q2 2026, an estimated $47.1K.
JPMorgan Municipal ETF made up 0.06% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #259 holding.
Dorsey & Whitney Trust first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Dorsey & Whitney Trust's JPMorgan Municipal ETF position peaked at $1.26M in Q1 2026.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.