Per Stirling Capital Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Per Stirling 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 Q1	$14.4M	Buy	288,195 +38,158	+15%	+$1.93M	1.59%	15
2025 Q4	$12.6M	Buy	250,037 +95,443	+62%	+$4.83M	1.42%	22
2025 Q3	$7.8M	Buy	154,594 +42,093	+37%	+$2.09M	0.93%	34
2025 Q2	$5.58M	Buy	112,501 +45,895	+69%	+$2.27M	0.73%	41
2025 Q1	$3.33M	Buy	66,606 +18,640	+39%	+$937K	0.48%	58
2024 Q4	$2.41M	Buy	47,966 +35,229	+277%	+$1.78M	0.34%	66
2024 Q3	$653K	Buy	12,737 +7,537	+145%	+$384K	0.09%	149
2024 Q2	$262K	Buy	+5,200	New	+$262K	0.04%	213

Other funds holding JMUB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Per Stirling Capital Management's JMUB Position: Q1 2026 in Review

Per Stirling Capital Management increased its JPMorgan Municipal ETF (JMUB) stake by 15% in Q1 2026, buying an estimated $1.93M and bringing the position to 288,195 shares worth $14.4M. The position accounts for 1.59% of the portfolio, ranked #15.

Per Stirling Capital Management first reported a position in JMUB in Q2 2024 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Per Stirling Capital Management held 288,195 shares of JPMorgan Municipal ETF worth $14.4M as of Q1 2026.
Per Stirling Capital Management bought 38,158 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.93M.
JPMorgan Municipal ETF made up 1.59% of Per Stirling Capital Management's portfolio in Q1 2026, its #15 holding.
Per Stirling Capital Management first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 8 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.