JMUB β€” J.P. Morgan Municipal ETF

Ownership history in Newman Dignan & Sheerar, Inc.  Β·  12 quarters on record

AI Ownership Summary

Newman Dignan & Sheerar, Inc. reported J.P. Morgan Municipal ETF (JMUB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.29% in 2025 Q4. The latest visible filing shows JMUB at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newman Dignan & Sheerar, Inc.'s position in J.P. Morgan Municipal ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JMUB was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Newman Dignan & Sheerar, Inc. held JMUB β€” position size vs. price
% of Fund (quarterly)    JMUB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 123,040 +6,135 +5.2% 1.29% $6.2M 2026-02-14 (Est.) $50.90
2025 Q3 ADDED 116,905 +16,329 +16.2% 1.27% $5.9M 2025-10-09 $49.64
2025 Q2 ADDED 100,576 +16,852 +20.1% 1.15% $5.0M 2025-07-18 $47.93
2025 Q1 UNCHANGED 83,724 β€” 0% 1.08% $4.2M 2025-05-02 $47.95
2024 Q4 REDUCED 83,724 -3,634 -4.2% 1.08% $4.2M 2025-01-30 $48.39
2024 Q3 ADDED 87,358 +30,450 +53.5% 1.06% $4.4M 2024-11-12 $48.11
2024 Q2 ADDED 56,908 +5,049 +9.7% 0.74% $2.9M 2024-07-15 $47.74
2024 Q1 ADDED 51,859 +12,023 +30.2% 0.70% $2.6M 2024-04-29 $46.93
2023 Q4 ADDED 39,836 +18,398 +85.8% 0.61% $2.0M 2024-02-09 $47.13
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Newman Dignan & Sheerar, Inc. and JMUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Newman Dignan & Sheerar, Inc. reported owning JMUB?

Newman Dignan & Sheerar, Inc. reported JMUB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JMUB position in Newman Dignan & Sheerar, Inc.'s portfolio?

The largest reported portfolio weight for JMUB was 1.29% in 2025 Q4.

What is the latest reported JMUB position on this page?

The most recent filing on this page is 2025 Q4, when Newman Dignan & Sheerar, Inc. reported 123,040 shares, equal to 1.29% of portfolio, with an estimated market value of $6.2M.

What does the chart on this JMUB ownership page compare?

The chart compares Newman Dignan & Sheerar, Inc.'s quarterly JMUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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