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 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 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

Vista Investment Management's JMUB Position: Q1 2026 in Review

Vista Investment Management held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2026 at 22,339 shares worth $1.12M. The position accounts for 0.37% of the portfolio, ranked #82.

Vista Investment Management first reported a position in JMUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Vista Investment Management held 22,339 shares of JPMorgan Municipal ETF worth $1.12M as of Q1 2026.
Vista Investment Management left its JPMorgan Municipal ETF share count unchanged in Q1 2026.
JPMorgan Municipal ETF made up 0.37% of Vista Investment Management's portfolio in Q1 2026, its #82 holding.
Vista Investment Management first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 12 quarters since.
Vista Investment Management's JPMorgan Municipal ETF position peaked at $1.13M in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.