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 Q2	$7.4M	Sell	146,169 -7,689	-5%	-$387K	0.12%	167
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 $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Perigon Wealth Management's JMUB Position: Q2 2026 in Review

Perigon Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 5% in Q2 2026, selling an estimated $387K and leaving 146,169 shares worth $7.4M. The position accounts for 0.12% of the portfolio, ranked #167.

Perigon Wealth Management first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.89M in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Perigon Wealth Management held 146,169 shares of JPMorgan Municipal ETF worth $7.4M as of Q2 2026.
Perigon Wealth Management sold 7,689 JPMorgan Municipal ETF shares in Q2 2026, an estimated $387K.
JPMorgan Municipal ETF made up 0.12% of Perigon Wealth Management's portfolio in Q2 2026, its #167 holding.
Perigon Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Perigon Wealth Management's JPMorgan Municipal ETF position peaked at $7.89M in Q4 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.