Perennial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Perennial Advisors’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	$997K	Buy	19,675 +825	+4%	+$41.5K	0.15%	84
2026 Q1	$942K	Buy	18,850 +1,090	+6%	+$55.3K	0.16%	74
2025 Q4	$897K	Buy	17,760 +5,185	+41%	+$262K	0.15%	70
2025 Q3	$635K	Buy	12,575 +400	+3%	+$19.9K	0.11%	75
2025 Q2	$604K	Buy	12,175 +300	+3%	+$14.8K	0.11%	76
2025 Q1	$594K	Sell	11,875 -5,400	-31%	-$271K	0.12%	74
2024 Q4	$866K	Buy	+17,275	New	+$875K	0.19%	61
2024 Q2	$710K	Buy	14,100 +150	+1%	+$7.54K	0.16%	72
2024 Q1	$708K	Buy	13,950 +4,050	+41%	+$206K	0.16%	72
2023 Q4	$505K	Buy	+9,900	New	+$487K	0.12%	79

Other funds holding JMUB

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return