Stifel Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Stifel Financial’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 Q1	$10.2M	Buy	204,242 +13,423	+7%	+$681K	0.01%	949
2025 Q4	$9.64M	Buy	190,819 +85,647	+81%	+$4.33M	0.01%	970
2025 Q3	$5.31M	Buy	105,172 +563	+0.5%	+$28K	﹤0.01%	1268
2025 Q2	$5.19M	Buy	104,609 +530	+0.5%	+$26.2K	0.01%	1232
2025 Q1	$5.2M	Sell	104,079 -2,342	-2%	-$118K	0.01%	1173
2024 Q4	$5.34M	Buy	106,421 +3,186	+3%	+$161K	0.01%	1172
2024 Q3	$5.29M	Buy	103,235 +4,355	+4%	+$222K	0.01%	1174
2024 Q2	$4.98M	Sell	98,880 -1,084	-1%	-$54.5K	0.01%	1133
2024 Q1	$5.07M	Buy	99,964 +9,384	+10%	+$477K	0.01%	1131
2023 Q4	$4.62M	Sell	90,580 -261,860	-74%	-$12.9M	0.01%	1144
2023 Q3	$17M	Buy	352,440 +45,555	+15%	+$2.26M	0.02%	522
2023 Q2	$15.4M	Buy	+306,885	New	+$15.4M	0.02%	559

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

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

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

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

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

Stifel Financial's JMUB Position: Q1 2026 in Review

Stifel Financial increased its JPMorgan Municipal ETF (JMUB) stake by 7% in Q1 2026, buying an estimated $681K and bringing the position to 204,242 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #949.

Stifel Financial first reported a position in JMUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $17M in Q3 2023. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Stifel Financial held 204,242 shares of JPMorgan Municipal ETF worth $10.2M as of Q1 2026.
Stifel Financial bought 13,423 JPMorgan Municipal ETF shares in Q1 2026, an estimated $681K.
JPMorgan Municipal ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #949 holding.
Stifel Financial first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 12 quarters since.
Stifel Financial's JPMorgan Municipal ETF position peaked at $17M in Q3 2023.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.