Kovitz Investment Group Partners
JMUB icon

Kovitz Investment Group Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-6,830
Closed -$345K – 915
2025
Q3 		$345K Buy
6,830
+2,025
+42% +$101K ﹤0.01% 1150
2025
Q2 		$239K Buy
+4,805
New +$237K ﹤0.01% 1219

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Bank of America
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Raymond James Financial
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Envestnet Asset Management
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Kovitz Investment Group Partners's JMUB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JPMorgan Municipal ETF (JMUB) in Q4 2025, closing a stake of 6,830 shares — an estimated $345K sold.

Kovitz Investment Group Partners first reported a position in JMUB in Q2 2025 and held it in 2 quarters. The position peaked at $345K in Q3 2025. 483 funds tracked by Wall St. Rank hold JMUB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining JPMorgan Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,830 JPMorgan Municipal ETF shares in Q4 2025, an estimated $345K.
  • Kovitz Investment Group Partners first reported a position in JPMorgan Municipal ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's JPMorgan Municipal ETF position peaked at $345K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.