Simon Quick Advisors
JMUB icon

Simon Quick Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Simon Quick Advisors’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 		$9.7M Buy
203,105
+1,834
+0.9% +$90.7K 0.37% 45
2026
Q2 		$10.2M Buy
201,271
+1,825
+0.9% +$91.9K 0.41% 37
2026
Q1 		$10M Buy
199,446
+59,921
+43% +$3.04M 0.46% 40
2025
Q4 		$7.05M Buy
+139,525
New +$7.06M 0.31% 56

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
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Simon Quick Advisors's JMUB Position: Q3 2026 in Review

Simon Quick Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 0.91% in Q3 2026, buying an estimated $90.7K and bringing the position to 203,105 shares worth $9.7M. The position accounts for 0.37% of the portfolio, ranked #45.

Simon Quick Advisors first reported a position in JMUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.2M in Q2 2026. 191 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Simon Quick Advisors held 203,105 shares of JPMorgan Municipal ETF worth $9.7M as of Q3 2026.
  • Simon Quick Advisors bought 1,834 JPMorgan Municipal ETF shares in Q3 2026, an estimated $90.7K.
  • JPMorgan Municipal ETF made up 0.37% of Simon Quick Advisors's portfolio in Q3 2026, its #45 holding.
  • Simon Quick Advisors first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • Simon Quick Advisors's JPMorgan Municipal ETF position peaked at $10.2M in Q2 2026.
  • 191 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.