Jacobi Capital Management
JMUB icon

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
Q3 		$4.28M Buy
89,867
+6,167
+7% +$305K 0.2% 88
2026
Q2 		$4.24M Buy
83,700
+4,004
+5% +$202K 0.21% 88
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Jacobi Capital Management's JMUB Position: Q3 2026 in Review

Jacobi Capital Management increased its JPMorgan Municipal ETF (JMUB) stake by 7.4% in Q3 2026, buying an estimated $305K and bringing the position to 89,867 shares worth $4.28M. The position accounts for 0.2% of the portfolio, ranked #88.

Jacobi Capital Management first reported a position in JMUB in Q1 2024 and has held it in 11 quarters since. 467 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Jacobi Capital Management held 89,867 shares of JPMorgan Municipal ETF worth $4.28M as of Q3 2026.
  • Jacobi Capital Management bought 6,167 JPMorgan Municipal ETF shares in Q3 2026, an estimated $305K.
  • JPMorgan Municipal ETF made up 0.2% of Jacobi Capital Management's portfolio in Q3 2026, its #88 holding.
  • Jacobi Capital Management first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 11 quarters since.
  • 467 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.