Sincerus Advisory’s JPMorgan Municipal ETF JMUB Stock Holding History

Sincerus Advisory’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	$438K	Buy	9,208 +3,604	+64%	+$178K	0.29%	60
2026 Q2	$284K	Buy	5,604 +1,020	+22%	+$51.4K	0.19%	66
2026 Q1	$229K	Buy	4,584 +442	+11%	+$22.4K	0.17%	69
2025 Q4	$209K	Buy	+4,142	New	+$210K	0.17%	71
2025 Q2	–	Sell	-4,077	Closed	-$204K	–	67
2025 Q1	$204K	Buy	+4,077	New	+$205K	0.22%	63

Other funds holding JMUB

AWE

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Sincerus Advisory's JMUB Position: Q3 2026 in Review

Sincerus Advisory increased its JPMorgan Municipal ETF (JMUB) stake by 64% in Q3 2026, buying an estimated $178K and bringing the position to 9,208 shares worth $438K. The position accounts for 0.29% of the portfolio, ranked #60.

Sincerus Advisory first reported a position in JMUB in Q1 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Sincerus Advisory held 9,208 shares of JPMorgan Municipal ETF worth $438K as of Q3 2026.
Sincerus Advisory bought 3,604 JPMorgan Municipal ETF shares in Q3 2026, an estimated $178K.
JPMorgan Municipal ETF made up 0.29% of Sincerus Advisory's portfolio in Q3 2026, its #60 holding.
Sincerus Advisory first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.