Jim Simons
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Jim Simons’s JPMorgan Municipal ETF JMUB Stock Holding History

Jim Simons’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 		$1.43M Sell
28,600
-57,200
-67% -$2.9M ﹤0.01% 2080
2025
Q4 		$4.33M Sell
85,800
-29,400
-26% -$1.49M 0.01% 1388
2025
Q3 		$5.81M Buy
115,200
+85,800
+292% +$4.26M 0.01% 1400
2025
Q2 		$1.46M Sell
29,400
-82,091
-74% -$4.06M ﹤0.01% 2305
2025
Q1 		$5.57M Sell
111,491
-8,609
-7% -$433K 0.01% 1362
2024
Q4 		$6.02M Buy
120,100
+6,400
+6% +$324K 0.01% 1330
2024
Q3 		$5.83M Sell
113,700
-100
-0.1% -$5.09K 0.01% 1344
2024
Q2 		$5.73M Sell
113,800
-48,600
-30% -$2.44M 0.01% 1213
2024
Q1 		$8.24M Buy
162,400
+107,948
+198% +$5.48M 0.01% 1101
2023
Q4 		$2.77M Buy
+54,452
New +$2.68M ﹤0.01% 1738

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's JMUB Position: Q1 2026 in Review

Jim Simons reduced its JPMorgan Municipal ETF (JMUB) stake by 67% in Q1 2026, selling an estimated $2.9M and leaving 28,600 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Jim Simons first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.24M in Q1 2024. 500 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Jim Simons held 28,600 shares of JPMorgan Municipal ETF worth $1.43M as of Q1 2026.
  • Jim Simons sold 57,200 JPMorgan Municipal ETF shares in Q1 2026, an estimated $2.9M.
  • JPMorgan Municipal ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2080 holding.
  • Jim Simons first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
  • Jim Simons's JPMorgan Municipal ETF position peaked at $8.24M in Q1 2024.
  • 500 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.