Lido Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Lido Advisors’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	$11.5M	Sell	229,526 -127,877	-36%	-$6.48M	0.04%	297
2025 Q4	$18M	Sell	357,403 -669	-0.2%	-$33.8K	0.05%	227
2025 Q3	$18.1M	Buy	358,072 +220,162	+160%	+$10.9M	0.06%	215
2025 Q2	$6.85M	Sell	137,910 -3,538	-3%	-$175K	0.03%	308
2025 Q1	$7.07M	Sell	141,448 -19,033	-12%	-$957K	0.03%	286
2024 Q4	$8.05M	Buy	+160,481	New	+$8.12M	0.04%	248

Other funds holding JMUB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors's JMUB Position: Q1 2026 in Review

Lido Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 36% in Q1 2026, selling an estimated $6.48M and leaving 229,526 shares worth $11.5M. The position accounts for 0.04% of the portfolio, ranked #297.

Lido Advisors first reported a position in JMUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.1M in Q3 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Lido Advisors held 229,526 shares of JPMorgan Municipal ETF worth $11.5M as of Q1 2026.
Lido Advisors sold 127,877 JPMorgan Municipal ETF shares in Q1 2026, an estimated $6.48M.
JPMorgan Municipal ETF made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #297 holding.
Lido Advisors first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 6 quarters since.
Lido Advisors's JPMorgan Municipal ETF position peaked at $18.1M in Q3 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.