Galvin Gaustad & Stein’s JPMorgan Municipal ETF JMUB Stock Holding History

Galvin Gaustad & Stein’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 Q1	$2.47M	Sell	49,422 -6,759	-12%	-$343K	0.2%	84
2025 Q4	$2.84M	Buy	56,181 +155	+0.3%	+$7.84K	0.22%	82
2025 Q3	$2.83M	Buy	56,026 +2,139	+4%	+$106K	0.23%	72
2025 Q2	$2.67M	Sell	53,887 -2,766	-5%	-$137K	0.23%	70
2025 Q1	$2.83M	Sell	56,653 -9,063	-14%	-$455K	0.25%	66
2024 Q4	$3.3M	Sell	65,716 -399	-0.6%	-$20.2K	0.3%	65
2024 Q3	$3.39M	Sell	66,115 -2,555	-4%	-$130K	0.3%	62
2024 Q2	$3.46M	Buy	68,670 +92	+0.1%	+$4.63K	0.32%	60
2024 Q1	$3.48M	Buy	68,578 +3,321	+5%	+$169K	0.32%	56
2023 Q4	$3.33M	Sell	65,257 -3,630	-5%	-$179K	0.31%	59
2023 Q3	$3.33M	Buy	68,887 +2,303	+3%	+$114K	0.34%	63
2023 Q2	$3.34M	Buy	66,584 +7,966	+14%	+$401K	0.32%	66
2023 Q1	$2.97M	Buy	58,618 +7,789	+15%	+$392K	0.29%	66
2022 Q4	$2.53M	Buy	50,829 +3,199	+7%	+$157K	0.25%	69
2022 Q3	$2.31M	Buy	47,630 +11,890	+33%	+$596K	0.24%	73
2022 Q2	$1.78M	Buy	+35,740	New	+$1.79M	0.18%	78

Other funds holding JMUB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Galvin Gaustad & Stein's JMUB Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its JPMorgan Municipal ETF (JMUB) stake by 12% in Q1 2026, selling an estimated $343K and leaving 49,422 shares worth $2.47M. The position accounts for 0.2% of the portfolio, ranked #84.

Galvin Gaustad & Stein first reported a position in JMUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.48M in Q1 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Galvin Gaustad & Stein held 49,422 shares of JPMorgan Municipal ETF worth $2.47M as of Q1 2026.
Galvin Gaustad & Stein sold 6,759 JPMorgan Municipal ETF shares in Q1 2026, an estimated $343K.
JPMorgan Municipal ETF made up 0.2% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #84 holding.
Galvin Gaustad & Stein first reported a position in JPMorgan Municipal ETF in Q2 2022 and has held it in 16 quarters since.
Galvin Gaustad & Stein's JPMorgan Municipal ETF position peaked at $3.48M in Q1 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.