Mather Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Mather Group’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	$25.2M	Buy	529,331 +12,356	+2%	+$611K	0.21%	53
2026 Q2	$26.2M	Buy	516,975 +41,722	+9%	+$2.1M	0.23%	51
2026 Q1	$23.8M	Buy	475,253 +20,604	+5%	+$1.04M	0.24%	47
2025 Q4	$23M	Buy	454,649 +30,238	+7%	+$1.53M	0.24%	46
2025 Q3	$21.4M	Buy	424,411 +58,770	+16%	+$2.92M	0.22%	49
2025 Q2	$18.2M	Buy	365,641 +179,685	+97%	+$8.88M	0.19%	51
2025 Q1	$9.3M	Buy	185,956 +58,558	+46%	+$2.94M	0.11%	83
2024 Q4	$6.39M	Buy	127,398 +22,530	+21%	+$1.14M	0.08%	100
2024 Q3	$5.38M	Buy	+104,868	New	+$5.34M	0.07%	108

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Mather Group's JMUB Position: Q3 2026 in Review

Mather Group increased its JPMorgan Municipal ETF (JMUB) stake by 2.4% in Q3 2026, buying an estimated $611K and bringing the position to 529,331 shares worth $25.2M. The position accounts for 0.21% of the portfolio, ranked #53.

Mather Group first reported a position in JMUB in Q3 2024 and has held it in 9 quarters since. The position peaked at $26.2M in Q2 2026. 109 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Mather Group held 529,331 shares of JPMorgan Municipal ETF worth $25.2M as of Q3 2026.
Mather Group bought 12,356 JPMorgan Municipal ETF shares in Q3 2026, an estimated $611K.
JPMorgan Municipal ETF made up 0.21% of Mather Group's portfolio in Q3 2026, its #53 holding.
Mather Group first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 9 quarters since.
Mather Group's JPMorgan Municipal ETF position peaked at $26.2M in Q2 2026.
109 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.