Smithbridge Asset Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Smithbridge Asset 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 Q3	$2.53M	Buy	53,241 +7,465	+16%	+$369K	0.34%	67
2026 Q2	$2.32M	Buy	45,776 +4,000	+10%	+$201K	0.32%	65
2026 Q1	$2.09M	Sell	41,776 -17,144	-29%	-$869K	0.31%	72
2025 Q4	$2.98M	Buy	58,920 +30,360	+106%	+$1.54M	0.25%	70
2025 Q3	$1.44M	Buy	+28,560	New	+$1.42M	0.21%	78

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Smithbridge Asset Management's JMUB Position: Q3 2026 in Review

Smithbridge Asset Management increased its JPMorgan Municipal ETF (JMUB) stake by 16% in Q3 2026, buying an estimated $369K and bringing the position to 53,241 shares worth $2.53M. The position accounts for 0.34% of the portfolio, ranked #67.

Smithbridge Asset Management first reported a position in JMUB in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.98M in Q4 2025. 149 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Smithbridge Asset Management held 53,241 shares of JPMorgan Municipal ETF worth $2.53M as of Q3 2026.
Smithbridge Asset Management bought 7,465 JPMorgan Municipal ETF shares in Q3 2026, an estimated $369K.
JPMorgan Municipal ETF made up 0.34% of Smithbridge Asset Management's portfolio in Q3 2026, its #67 holding.
Smithbridge Asset Management first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 5 quarters since.
Smithbridge Asset Management's JPMorgan Municipal ETF position peaked at $2.98M in Q4 2025.
149 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.