Perennial Advisors
JMUB icon

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
Q3 		$1.01M Buy
21,250
+1,575
+8% +$77.9K 0.15% 84
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 $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perennial Advisors's JMUB Position: Q3 2026 in Review

Perennial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 8% in Q3 2026, buying an estimated $77.9K and bringing the position to 21,250 shares worth $1.01M. 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 11 quarters since. 239 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Perennial Advisors held 21,250 shares of JPMorgan Municipal ETF worth $1.01M as of Q3 2026.
  • Perennial Advisors bought 1,575 JPMorgan Municipal ETF shares in Q3 2026, an estimated $77.9K.
  • JPMorgan Municipal ETF made up 0.15% of Perennial Advisors's portfolio in Q3 2026, its #84 holding.
  • Perennial Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • 239 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.