Pine Valley Investments’s JPMorgan Municipal ETF JMUB Stock Holding History

Pine Valley Investments’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	$1.68M	Buy	35,245 +2,117	+6%	+$105K	0.07%	247
2026 Q2	$1.68M	Buy	33,128 +475	+1%	+$23.9K	0.07%	244
2026 Q1	$1.63M	Buy	32,653 +3,306	+11%	+$168K	0.07%	230
2025 Q4	$1.48M	Buy	29,347 +7,375	+34%	+$373K	0.07%	232
2025 Q3	$1.11M	Buy	21,972 +2,218	+11%	+$110K	0.05%	260
2025 Q2	$981K	Buy	19,754 +10,350	+110%	+$511K	0.05%	268
2025 Q1	$470K	Sell	9,404 -225	-2%	-$11.3K	0.03%	348
2024 Q4	$484K	Buy	9,629 +1,833	+24%	+$92.8K	0.03%	342
2024 Q3	$400K	Buy	7,796 +3,500	+81%	+$178K	0.02%	361
2024 Q2	$216K	Buy	+4,296	New	+$216K	0.01%	453

Other funds holding JMUB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pine Valley Investments's JMUB Position: Q3 2026 in Review

Pine Valley Investments increased its JPMorgan Municipal ETF (JMUB) stake by 6.4% in Q3 2026, buying an estimated $105K and bringing the position to 35,245 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #247.

Pine Valley Investments first reported a position in JMUB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.68M in Q2 2026. 352 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Pine Valley Investments held 35,245 shares of JPMorgan Municipal ETF worth $1.68M as of Q3 2026.
Pine Valley Investments bought 2,117 JPMorgan Municipal ETF shares in Q3 2026, an estimated $105K.
JPMorgan Municipal ETF made up 0.07% of Pine Valley Investments's portfolio in Q3 2026, its #247 holding.
Pine Valley Investments first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 10 quarters since.
Pine Valley Investments's JPMorgan Municipal ETF position peaked at $1.68M in Q2 2026.
352 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Pine Valley Investments's 13F filing for Q3 2026, filed 9 Nov 2026.