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O'Shaughnessy Asset Management’s JPMorgan Municipal ETF JMUB Stock Holding History

O'Shaughnessy Asset Management’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 		$15.6K Buy
307
+159
+107% +$8.01K ﹤0.01% 2404
2026
Q1 		$7.4K Buy
148
+1
+0.7% +$51 ﹤0.01% 2449
2025
Q4 		$7.42K Buy
+147
New +$7.44K ﹤0.01% 2441

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

O'Shaughnessy Asset Management's JMUB Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its JPMorgan Municipal ETF (JMUB) stake by 107% in Q2 2026, buying an estimated $8.01K and bringing the position to 307 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

O'Shaughnessy Asset Management first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • O'Shaughnessy Asset Management held 307 shares of JPMorgan Municipal ETF worth $15.6K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 159 JPMorgan Municipal ETF shares in Q2 2026, an estimated $8.01K.
  • JPMorgan Municipal ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2404 holding.
  • O'Shaughnessy Asset Management first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.