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 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

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

MB, Levis & Associates's JMUB Position: Q1 2026 in Review

MB, Levis & Associates increased its JPMorgan Municipal ETF (JMUB) stake by 0.79% in Q1 2026, buying an estimated $811 and bringing the position to 2,032 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #79.

MB, Levis & Associates first reported a position in JMUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $102K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

MB, Levis & Associates held 2,032 shares of JPMorgan Municipal ETF worth $102K as of Q1 2026.
MB, Levis & Associates bought 16 JPMorgan Municipal ETF shares in Q1 2026, an estimated $811.
JPMorgan Municipal ETF made up 0.04% of MB, Levis & Associates's portfolio in Q1 2026, its #79 holding.
MB, Levis & Associates first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's JPMorgan Municipal ETF position peaked at $102K in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.