Perigon Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Perigon Wealth 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	$7.69M	Sell	153,858 -2,378	-2%	-$121K	0.14%	146
2025 Q4	$7.89M	Buy	156,236 +2,829	+2%	+$143K	0.14%	138
2025 Q3	$7.74M	Buy	153,407 +49,797	+48%	+$2.47M	0.16%	128
2025 Q2	$5.14M	Buy	103,610 +60,770	+142%	+$3M	0.12%	161
2025 Q1	$2.14M	Buy	42,840 +16,595	+63%	+$834K	0.06%	293
2024 Q4	$1.31M	Buy	+26,245	New	+$1.33M	0.03%	378

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

Perigon Wealth Management's JMUB Position: Q1 2026 in Review

Perigon Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 1.5% in Q1 2026, selling an estimated $121K and leaving 153,858 shares worth $7.69M. The position accounts for 0.14% of the portfolio, ranked #146.

Perigon Wealth Management first reported a position in JMUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.89M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Perigon Wealth Management held 153,858 shares of JPMorgan Municipal ETF worth $7.69M as of Q1 2026.
Perigon Wealth Management sold 2,378 JPMorgan Municipal ETF shares in Q1 2026, an estimated $121K.
JPMorgan Municipal ETF made up 0.14% of Perigon Wealth Management's portfolio in Q1 2026, its #146 holding.
Perigon Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 6 quarters since.
Perigon Wealth Management's JPMorgan Municipal ETF position peaked at $7.89M in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.