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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

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 22.96% 1-Year Est. Return

Perennial Advisors's JMUB Position: Q2 2026 in Review

Perennial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 4.4% in Q2 2026, buying an estimated $41.5K and bringing the position to 19,675 shares worth $997K. The position accounts for 0.15% of the portfolio, ranked #84.

Perennial Advisors first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Perennial Advisors held 19,675 shares of JPMorgan Municipal ETF worth $997K as of Q2 2026.
  • Perennial Advisors bought 825 JPMorgan Municipal ETF shares in Q2 2026, an estimated $41.5K.
  • JPMorgan Municipal ETF made up 0.15% of Perennial Advisors's portfolio in Q2 2026, its #84 holding.
  • Perennial Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.