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Jacobi Capital Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Jacobi Capital Management’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 		$3.98M Buy
79,696
+28,487
+56% +$1.44M 0.22% 82
2025
Q4 		$2.59M Buy
51,209
+9,998
+24% +$506K 0.15% 131
2025
Q3 		$2.08M Buy
41,211
+6,955
+20% +$346K 0.13% 160
2025
Q2 		$1.7M Buy
34,256
+1,982
+6% +$97.9K 0.11% 182
2025
Q1 		$1.61M Buy
32,274
+14,469
+81% +$727K 0.12% 176
2024
Q4 		$893K Buy
17,805
+4,821
+37% +$244K 0.07% 264
2024
Q3 		$666K Buy
12,984
+4,302
+50% +$219K 0.05% 303
2024
Q2 		$437K Buy
8,682
+2,000
+30% +$101K 0.04% 340
2024
Q1 		$339K Buy
+6,682
New +$339K 0.03% 370

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jacobi Capital Management's JMUB Position: Q1 2026 in Review

Jacobi Capital Management increased its JPMorgan Municipal ETF (JMUB) stake by 56% in Q1 2026, buying an estimated $1.44M and bringing the position to 79,696 shares worth $3.98M. The position accounts for 0.22% of the portfolio, ranked #82.

Jacobi Capital Management first reported a position in JMUB in Q1 2024 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Jacobi Capital Management held 79,696 shares of JPMorgan Municipal ETF worth $3.98M as of Q1 2026.
  • Jacobi Capital Management bought 28,487 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.44M.
  • JPMorgan Municipal ETF made up 0.22% of Jacobi Capital Management's portfolio in Q1 2026, its #82 holding.
  • Jacobi Capital Management first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 9 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.