Meridian Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Meridian Financial’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	$382K	Buy	8,033 +641	+9%	+$31.7K	0.18%	98
2026 Q2	$374K	Buy	7,392 +500	+7%	+$25.2K	0.18%	100
2026 Q1	$345K	Hold	6,892	–	–	0.19%	101
2025 Q4	$348K	Buy	6,892 +954	+16%	+$48.3K	0.19%	95
2025 Q3	$300K	Hold	5,938	–	–	0.17%	100
2025 Q2	$295K	Hold	5,938	–	–	0.19%	95
2025 Q1	$297K	Hold	5,938	–	–	0.21%	90
2024 Q4	$298K	Buy	5,938 +378	+7%	+$19.1K	0.21%	90
2024 Q3	$285K	Buy	5,560 +910	+20%	+$46.3K	0.19%	98
2024 Q2	$234K	Sell	4,650 -3,044	-40%	-$153K	0.17%	108
2024 Q1	$390K	Buy	7,694 +1,686	+28%	+$85.6K	0.29%	65
2023 Q4	$306K	Buy	6,008 +36	+0.6%	+$1.77K	0.24%	79
2023 Q3	$289K	Buy	5,972 +34	+0.6%	+$1.69K	0.27%	69
2023 Q2	$298K	Buy	5,938 +533	+10%	+$26.8K	0.27%	73
2023 Q1	$274K	Buy	5,405 +1,330	+33%	+$67K	0.27%	74
2022 Q4	$203K	Buy	+4,075	New	+$200K	0.21%	87

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Meridian Financial's JMUB Position: Q3 2026 in Review

Meridian Financial increased its JPMorgan Municipal ETF (JMUB) stake by 8.7% in Q3 2026, buying an estimated $31.7K and bringing the position to 8,033 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #98.

Meridian Financial first reported a position in JMUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $390K in Q1 2024. 223 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Meridian Financial held 8,033 shares of JPMorgan Municipal ETF worth $382K as of Q3 2026.
Meridian Financial bought 641 JPMorgan Municipal ETF shares in Q3 2026, an estimated $31.7K.
JPMorgan Municipal ETF made up 0.18% of Meridian Financial's portfolio in Q3 2026, its #98 holding.
Meridian Financial first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 16 quarters since.
Meridian Financial's JPMorgan Municipal ETF position peaked at $390K in Q1 2024.
223 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.