Summit X LLC’s JPMorgan Municipal ETF JMUB Stock Holding History

Summit X LLC’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 Q3	–	Sell	-26,258	Closed	-$1.3M	–	135
2025 Q2	$1.3M	Sell	26,258 -1,009	-4%	-$49.8K	0.24%	77
2025 Q1	$1.36M	Sell	27,267 -242	-0.9%	-$12.2K	0.29%	69
2024 Q4	$1.38M	Sell	27,509 -2,446	-8%	-$124K	0.31%	65
2024 Q3	$1.51M	Sell	29,955 -3,157	-10%	-$161K	0.37%	59
2024 Q2	$1.67M	Buy	33,112 +5,071	+18%	+$255K	0.37%	58
2024 Q1	$1.42M	Buy	28,041 +1,323	+5%	+$67.2K	0.36%	62
2023 Q4	$1.36M	Buy	26,718 +3,280	+14%	+$161K	0.39%	55
2023 Q3	$1.13M	Buy	23,438 +1,202	+5%	+$59.7K	0.36%	59
2023 Q2	$1.12M	Buy	22,236 +942	+4%	+$47.4K	0.27%	73
2023 Q1	$1.08M	Buy	+21,294	New	+$1.07M	0.28%	72

Other funds holding JMUB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Summit X LLC's JMUB Position: Q3 2025 in Review

Summit X LLC sold out of JPMorgan Municipal ETF (JMUB) in Q3 2025, closing a stake of 26,258 shares — an estimated $1.3M sold.

Summit X LLC first reported a position in JMUB in Q1 2023 and held it in 10 quarters. The position peaked at $1.67M in Q2 2024. 394 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

Summit X LLC reported no remaining JPMorgan Municipal ETF position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 26,258 JPMorgan Municipal ETF shares in Q3 2025, an estimated $1.3M.
Summit X LLC first reported a position in JPMorgan Municipal ETF in Q1 2023 and held it in 10 quarters.
Summit X LLC's JPMorgan Municipal ETF position peaked at $1.67M in Q2 2024.
394 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.