Pennsylvania Capital Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Pennsylvania Capital 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	$284K	Buy	5,614 +695	+14%	+$35K	0.07%	99
2026 Q1	$246K	Buy	4,919 +230	+5%	+$11.7K	0.07%	102
2025 Q4	$237K	Buy	4,689 +329	+8%	+$16.6K	0.06%	102
2025 Q3	$220K	Buy	4,360 +192	+5%	+$9.54K	0.06%	104
2025 Q2	$207K	Buy	+4,168	New	+$206K	0.07%	106
2025 Q1	–	Sell	-13,703	Closed	-$687K	–	100
2024 Q4	$687K	Sell	13,703 -4,580	-25%	-$232K	0.24%	52
2024 Q3	$937K	Buy	18,283 +7,842	+75%	+$399K	0.34%	37
2024 Q2	$526K	Sell	10,441 -13,706	-57%	-$689K	0.2%	54
2024 Q1	$1.23M	Sell	24,147 -4,295	-15%	-$218K	0.5%	30
2023 Q4	$1.45M	Buy	28,442 +14,367	+102%	+$707K	0.57%	31
2023 Q3	$681K	Sell	14,075 -6,037	-30%	-$300K	0.28%	44
2023 Q2	$1.01M	Buy	+20,112	New	+$1.01M	0.43%	35

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

Pennsylvania Capital Management's JMUB Position: Q2 2026 in Review

Pennsylvania Capital Management increased its JPMorgan Municipal ETF (JMUB) stake by 14% in Q2 2026, buying an estimated $35K and bringing the position to 5,614 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #99.

Pennsylvania Capital Management first reported a position in JMUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.45M in Q4 2023. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Pennsylvania Capital Management held 5,614 shares of JPMorgan Municipal ETF worth $284K as of Q2 2026.
Pennsylvania Capital Management bought 695 JPMorgan Municipal ETF shares in Q2 2026, an estimated $35K.
JPMorgan Municipal ETF made up 0.07% of Pennsylvania Capital Management's portfolio in Q2 2026, its #99 holding.
Pennsylvania Capital Management first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 12 quarters since.
Pennsylvania Capital Management's JPMorgan Municipal ETF position peaked at $1.45M in Q4 2023.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.