MB, Levis & Associates’s JPMorgan Municipal ETF JMUB Stock Holding History

MB, Levis & Associates’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	$98.3K	Buy	2,066 +17	+0.8%	+$841	0.04%	84
2026 Q2	$104K	Buy	2,049 +17	+0.8%	+$856	0.04%	82
2026 Q1	$102K	Buy	2,032 +16	+0.8%	+$811	0.04%	79
2025 Q4	$102K	Buy	2,016 +203	+11%	+$10.3K	0.04%	79
2025 Q3	$91.5K	Buy	1,813 +16	+0.9%	+$795	0.04%	86
2025 Q2	$89.2K	Buy	1,797 +16	+0.9%	+$790	0.04%	97
2025 Q1	$89.1K	Buy	1,781 +14	+0.8%	+$704	0.04%	91
2024 Q4	$88.6K	Buy	1,767 +15	+0.9%	+$759	0.04%	93
2024 Q3	$89.8K	Buy	1,752 +16	+0.9%	+$814	0.04%	91
2024 Q2	$87.5K	Buy	1,736 +15	+0.9%	+$755	0.05%	87
2024 Q1	$87.3K	Buy	1,721 +14	+0.8%	+$711	0.05%	90
2023 Q4	$87K	Buy	1,707 +15	+0.9%	+$738	0.05%	86
2023 Q3	$81.8K	Buy	1,692 +14	+0.8%	+$695	0.05%	88
2023 Q2	$84.3K	Buy	1,678 +13	+0.8%	+$654	0.05%	88
2023 Q1	$84.3K	Buy	1,665 +12	+0.7%	+$604	0.06%	89
2022 Q4	$82.1K	Buy	+1,653	New	+$81K	0.06%	83

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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

IWP

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

MB, Levis & Associates's JMUB Position: Q3 2026 in Review

MB, Levis & Associates increased its JPMorgan Municipal ETF (JMUB) stake by 0.83% in Q3 2026, buying an estimated $841 and bringing the position to 2,066 shares worth $98.3K. The position accounts for 0.04% of the portfolio, ranked #84.

MB, Levis & Associates first reported a position in JMUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $104K in Q2 2026. 125 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

MB, Levis & Associates held 2,066 shares of JPMorgan Municipal ETF worth $98.3K as of Q3 2026.
MB, Levis & Associates bought 17 JPMorgan Municipal ETF shares in Q3 2026, an estimated $841.
JPMorgan Municipal ETF made up 0.04% of MB, Levis & Associates's portfolio in Q3 2026, its #84 holding.
MB, Levis & Associates first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's JPMorgan Municipal ETF position peaked at $104K in Q2 2026.
125 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.