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 Q3	$2.24M	Sell	47,110 -2,568	-5%	-$127K	0.17%	91
2026 Q2	$2.52M	Buy	49,678 +256	+0.5%	+$12.9K	0.19%	92
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

AWE

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Galvin Gaustad & Stein's JMUB Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its JPMorgan Municipal ETF (JMUB) stake by 5.2% in Q3 2026, selling an estimated $127K and leaving 47,110 shares worth $2.24M. The position accounts for 0.17% of the portfolio, ranked #91.

Galvin Gaustad & Stein first reported a position in JMUB in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.48M in Q1 2024. 29 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Galvin Gaustad & Stein held 47,110 shares of JPMorgan Municipal ETF worth $2.24M as of Q3 2026.
Galvin Gaustad & Stein sold 2,568 JPMorgan Municipal ETF shares in Q3 2026, an estimated $127K.
JPMorgan Municipal ETF made up 0.17% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #91 holding.
Galvin Gaustad & Stein first reported a position in JPMorgan Municipal ETF in Q2 2022 and has held it in 18 quarters since.
Galvin Gaustad & Stein's JPMorgan Municipal ETF position peaked at $3.48M in Q1 2024.
29 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.