Saxon Interests’s JPMorgan Municipal ETF JMUB Stock Holding History

Saxon Interests’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	$444K	Hold	8,890	–	–	0.15%	150
2025 Q4	$449K	Hold	8,890	–	–	0.16%	128
2025 Q3	$441K	Hold	8,890	–	–	0.17%	119
2025 Q2	$445K	Hold	8,890	–	–	0.21%	111
2025 Q1	$445K	Hold	8,890	–	–	0.21%	111
2024 Q4	$446K	Hold	8,890	–	–	0.2%	110
2024 Q3	$456K	Hold	8,890	–	–	0.21%	107
2024 Q2	$448K	Hold	8,890	–	–	0.21%	105
2024 Q1	$451K	Hold	8,890	–	–	0.22%	106
2023 Q4	$453K	Buy	+8,890	New	+$437K	0.23%	107

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

Saxon Interests's JMUB Position: Q1 2026 in Review

Saxon Interests held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2026 at 8,890 shares worth $444K. The position accounts for 0.15% of the portfolio, ranked #150.

Saxon Interests first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $456K in Q3 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Saxon Interests held 8,890 shares of JPMorgan Municipal ETF worth $444K as of Q1 2026.
Saxon Interests left its JPMorgan Municipal ETF share count unchanged in Q1 2026.
JPMorgan Municipal ETF made up 0.15% of Saxon Interests's portfolio in Q1 2026, its #150 holding.
Saxon Interests first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Saxon Interests's JPMorgan Municipal ETF position peaked at $456K in Q3 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.