Stephens Consulting’s JPMorgan Municipal ETF JMUB Stock Holding History

Stephens Consulting’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
2025 Q4	$18.8M	Buy	372,925 +2,577	+0.7%	+$130K	6.09%	6
2025 Q3	$18.7M	Buy	370,348 +18,702	+5%	+$929K	6.4%	6
2025 Q2	$17.5M	Buy	351,646 +36,569	+12%	+$1.81M	4.14%	7
2025 Q1	$15.8M	Buy	315,077 +2,547	+0.8%	+$128K	3.95%	7
2024 Q4	$15.7M	Buy	312,530 +10,372	+3%	+$525K	3.92%	7
2024 Q3	$15.5M	Buy	302,158 +3,263	+1%	+$166K	3.95%	7
2024 Q2	$15.1M	Buy	298,895 +34,403	+13%	+$1.73M	4.28%	7
2024 Q1	$13.4M	Buy	264,492 +127,738	+93%	+$6.49M	4.12%	7
2023 Q4	$6.97M	Buy	136,754 +13,575	+11%	+$668K	2.36%	10
2023 Q3	$5.96M	Buy	123,179 +4,893	+4%	+$243K	2.42%	9
2023 Q2	$5.94M	Buy	+118,286	New	+$5.95M	2.35%	9

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stephens Consulting's JMUB Position: Q4 2025 in Review

Stephens Consulting increased its JPMorgan Municipal ETF (JMUB) stake by 0.7% in Q4 2025, buying an estimated $130K and bringing the position to 372,925 shares worth $18.8M. The position accounts for 6.09% of the portfolio, ranked #6.

Stephens Consulting first reported a position in JMUB in Q2 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold JMUB as of Q4 2025.

Stephens Consulting held 372,925 shares of JPMorgan Municipal ETF worth $18.8M as of Q4 2025.
Stephens Consulting bought 2,577 JPMorgan Municipal ETF shares in Q4 2025, an estimated $130K.
JPMorgan Municipal ETF made up 6.09% of Stephens Consulting's portfolio in Q4 2025, its #6 holding.
Stephens Consulting first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 11 quarters since.
482 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.