Newman Dignan & Sheerar Inc’s JPMorgan Municipal ETF JMUB Stock Holding History

Newman Dignan & Sheerar Inc’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	$6.94M	Buy	137,001 +6,167	+5%	+$310K	1.33%	21
2026 Q1	$6.54M	Buy	130,834 +7,794	+6%	+$395K	1.38%	18
2025 Q4	$6.21M	Buy	123,040 +6,135	+5%	+$310K	1.29%	20
2025 Q3	$5.9M	Buy	116,905 +16,329	+16%	+$811K	1.27%	20
2025 Q2	$4.99M	Buy	100,576 +14,369	+17%	+$710K	1.15%	20
2025 Q1	$4.31M	Buy	86,207 +2,483	+3%	+$125K	1.18%	20
2024 Q4	$4.2M	Sell	83,724 -3,634	-4%	-$184K	1.08%	24
2024 Q3	$4.41M	Buy	87,358 +30,450	+54%	+$1.55M	1.06%	25
2024 Q2	$2.87M	Buy	56,908 +5,049	+10%	+$254K	0.74%	34
2024 Q1	$2.63M	Buy	51,859 +12,023	+30%	+$611K	0.7%	40
2023 Q4	$2.03M	Buy	39,836 +18,398	+86%	+$905K	0.61%	46
2023 Q3	$1.04M	Buy	21,438 +5,563	+35%	+$276K	0.34%	75
2023 Q2	$797K	Buy	15,875 +5,992	+61%	+$302K	0.25%	93
2023 Q1	$500K	Buy	+9,883	New	+$498K	0.16%	112

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

Newman Dignan & Sheerar Inc's JMUB Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its JPMorgan Municipal ETF (JMUB) stake by 4.7% in Q2 2026, buying an estimated $310K and bringing the position to 137,001 shares worth $6.94M. The position accounts for 1.33% of the portfolio, ranked #21.

Newman Dignan & Sheerar Inc first reported a position in JMUB in Q1 2023 and has held it in 14 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Newman Dignan & Sheerar Inc held 137,001 shares of JPMorgan Municipal ETF worth $6.94M as of Q2 2026.
Newman Dignan & Sheerar Inc bought 6,167 JPMorgan Municipal ETF shares in Q2 2026, an estimated $310K.
JPMorgan Municipal ETF made up 1.33% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #21 holding.
Newman Dignan & Sheerar Inc first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 14 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.