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Vista Investment Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Vista Investment 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
Q2 		$1.12M Sell
22,024
-315
-1% -$15.9K 0.34% 83
2026
Q1 		$1.12M Hold
22,339
– – 0.37% 82
2025
Q4 		$1.13M Buy
22,339
+150
+0.7% +$7.59K 0.37% 79
2025
Q3 		$1.12M Buy
22,189
+3,384
+18% +$168K 0.39% 75
2025
Q2 		$933K Buy
18,805
+1,885
+11% +$93.1K 0.35% 85
2025
Q1 		$846K Buy
16,920
+700
+4% +$35.2K 0.33% 91
2024
Q4 		$813K Buy
16,220
+380
+2% +$19.2K 0.31% 94
2024
Q3 		$812K Buy
15,840
+1,915
+14% +$97.4K 0.31% 90
2024
Q2 		$701K Buy
13,925
+7,000
+101% +$352K 0.28% 98
2024
Q1 		$351K Hold
6,925
– – 0.14% 135
2023
Q4 		$353K Buy
6,925
+225
+3% +$11.1K 0.16% 124
2023
Q3 		$324K Buy
6,700
+900
+16% +$44.7K 0.17% 127
2023
Q2 		$291K Buy
+5,800
New +$292K 0.15% 135

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vista Investment Management's JMUB Position: Q2 2026 in Review

Vista Investment Management reduced its JPMorgan Municipal ETF (JMUB) stake by 1.4% in Q2 2026, selling an estimated $15.9K and leaving 22,024 shares worth $1.12M. The position accounts for 0.34% of the portfolio, ranked #83.

Vista Investment Management first reported a position in JMUB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Vista Investment Management held 22,024 shares of JPMorgan Municipal ETF worth $1.12M as of Q2 2026.
  • Vista Investment Management sold 315 JPMorgan Municipal ETF shares in Q2 2026, an estimated $15.9K.
  • JPMorgan Municipal ETF made up 0.34% of Vista Investment Management's portfolio in Q2 2026, its #83 holding.
  • Vista Investment Management first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 13 quarters since.
  • Vista Investment Management's JPMorgan Municipal ETF position peaked at $1.13M in Q4 2025.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.