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Shotwell Rutter Baer’s JPMorgan Municipal ETF JMUB Stock Holding History

Shotwell Rutter Baer’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 		$4.96M Buy
104,220
+3,069
+3% +$152K 2.76% 14
2026
Q2 		$5.12M Buy
101,151
+9,151
+10% +$461K 2.81% 14
2026
Q1 		$4.6M Buy
92,000
+36,521
+66% +$1.85M 2.7% 15
2025
Q4 		$2.81M Buy
+55,479
New +$2.81M 1.69% 15

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Shotwell Rutter Baer's JMUB Position: Q3 2026 in Review

Shotwell Rutter Baer increased its JPMorgan Municipal ETF (JMUB) stake by 3% in Q3 2026, buying an estimated $152K and bringing the position to 104,220 shares worth $4.96M. The position accounts for 2.76% of the portfolio, ranked #14.

Shotwell Rutter Baer first reported a position in JMUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.12M in Q2 2026. 109 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Shotwell Rutter Baer held 104,220 shares of JPMorgan Municipal ETF worth $4.96M as of Q3 2026.
  • Shotwell Rutter Baer bought 3,069 JPMorgan Municipal ETF shares in Q3 2026, an estimated $152K.
  • JPMorgan Municipal ETF made up 2.76% of Shotwell Rutter Baer's portfolio in Q3 2026, its #14 holding.
  • Shotwell Rutter Baer first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • Shotwell Rutter Baer's JPMorgan Municipal ETF position peaked at $5.12M in Q2 2026.
  • 109 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.