PCM
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Presidio Capital Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Presidio Capital 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 		$3.05M Buy
60,247
+12,128
+25% +$611K 0.76% 15
2026
Q1 		$2.41M Buy
48,119
+3,989
+9% +$202K 0.7% 16
2025
Q4 		$2.23M Buy
44,130
+2,714
+7% +$137K 0.67% 16
2025
Q3 		$2.09M Buy
41,416
+6,782
+20% +$337K 0.73% 15
2025
Q2 		$1.72M Buy
34,634
+11,951
+53% +$590K 0.66% 16
2025
Q1 		$1.13M Buy
22,683
+8,047
+55% +$404K 0.46% 22
2024
Q4 		$734K Sell
14,636
-378
-3% -$19.1K 0.39% 26
2024
Q3 		$770K Buy
15,014
+3,513
+31% +$179K 0.49% 25
2024
Q2 		$579K Buy
11,501
+1,478
+15% +$74.3K 0.41% 29
2024
Q1 		$509K Buy
10,023
+5,906
+143% +$300K 0.37% 25
2023
Q4 		$210K Buy
+4,117
New +$203K 0.16% 39

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

Presidio Capital Management's JMUB Position: Q2 2026 in Review

Presidio Capital Management increased its JPMorgan Municipal ETF (JMUB) stake by 25% in Q2 2026, buying an estimated $611K and bringing the position to 60,247 shares worth $3.05M. The position accounts for 0.76% of the portfolio, ranked #15.

Presidio Capital Management first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Presidio Capital Management held 60,247 shares of JPMorgan Municipal ETF worth $3.05M as of Q2 2026.
  • Presidio Capital Management bought 12,128 JPMorgan Municipal ETF shares in Q2 2026, an estimated $611K.
  • JPMorgan Municipal ETF made up 0.76% of Presidio Capital Management's portfolio in Q2 2026, its #15 holding.
  • Presidio Capital Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.