SXL
JMUB icon

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return