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 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

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

MB, Levis & Associates's JMUB Position: Q2 2026 in Review

MB, Levis & Associates increased its JPMorgan Municipal ETF (JMUB) stake by 0.84% in Q2 2026, buying an estimated $856 and bringing the position to 2,049 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #82.

MB, Levis & Associates first reported a position in JMUB in Q4 2022 and has held it in 15 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

MB, Levis & Associates held 2,049 shares of JPMorgan Municipal ETF worth $104K as of Q2 2026.
MB, Levis & Associates bought 17 JPMorgan Municipal ETF shares in Q2 2026, an estimated $856.
JPMorgan Municipal ETF made up 0.04% of MB, Levis & Associates's portfolio in Q2 2026, its #82 holding.
MB, Levis & Associates first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 15 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.