Mason & Associates (California)’s JPMorgan Municipal ETF JMUB Stock Holding History

Mason & Associates (California)’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 Q2	$362K	Sell	7,140 -2,224	-24%	-$112K	0.06%	132
2026 Q1	$468K	Buy	9,364 +215	+2%	+$10.9K	0.09%	114
2025 Q4	$462K	Sell	9,149 -4,569	-33%	-$231K	0.09%	109
2025 Q3	$692K	Sell	13,718 -2,159	-14%	-$107K	0.14%	65
2025 Q2	$788K	Sell	15,877 -6,846	-30%	-$338K	0.18%	59
2025 Q1	$1.14M	Sell	22,723 -10,536	-32%	-$529K	0.28%	46
2024 Q4	$1.67M	Buy	33,259 +773	+2%	+$39.1K	0.39%	39
2024 Q3	$1.67M	Buy	32,486 +343	+1%	+$17.5K	0.42%	38
2024 Q2	$1.62M	Sell	32,143 -1,927	-6%	-$96.9K	0.43%	34
2024 Q1	$1.73M	Buy	34,070 +1,674	+5%	+$85K	0.46%	31
2023 Q4	$1.65M	Hold	32,396	–	–	0.49%	23
2023 Q3	$1.57M	Sell	32,396 -2,646	-8%	-$131K	0.5%	26
2023 Q2	$1.76M	Hold	35,042	–	–	0.52%	20
2023 Q1	$1.77M	Hold	35,042	–	–	0.54%	20
2022 Q4	$1.74M	Buy	+35,042	New	+$1.72M	0.56%	19

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mason & Associates (California)'s JMUB Position: Q2 2026 in Review

Mason & Associates (California) reduced its JPMorgan Municipal ETF (JMUB) stake by 24% in Q2 2026, selling an estimated $112K and leaving 7,140 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #132.

Mason & Associates (California) first reported a position in JMUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q1 2023. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Mason & Associates (California) held 7,140 shares of JPMorgan Municipal ETF worth $362K as of Q2 2026.
Mason & Associates (California) sold 2,224 JPMorgan Municipal ETF shares in Q2 2026, an estimated $112K.
JPMorgan Municipal ETF made up 0.06% of Mason & Associates (California)'s portfolio in Q2 2026, its #132 holding.
Mason & Associates (California) first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 15 quarters since.
Mason & Associates (California)'s JPMorgan Municipal ETF position peaked at $1.77M in Q1 2023.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.