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1620 Investment Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

1620 Investment Advisors’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 		$69.3K Buy
1,368
+3
+0.2% +$151 0.04% 292
2026
Q1 		$68.2K Sell
1,365
-20
-1% -$1.01K 0.05% 278
2025
Q4 		$69.9K Buy
1,385
+8
+0.6% +$405 0.05% 272
2025
Q3 		$69.5K Sell
1,377
-633
-31% -$31.4K 0.05% 266
2025
Q2 		$99.8K Buy
2,010
+120
+6% +$5.93K 0.07% 230
2025
Q1 		$94.5K Buy
1,890
+1,022
+118% +$51.4K 0.07% 227
2024
Q4 		$43.5K Buy
+868
New +$43.9K 0.03% 314

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

1620 Investment Advisors's JMUB Position: Q2 2026 in Review

1620 Investment Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 0.22% in Q2 2026, buying an estimated $151 and bringing the position to 1,368 shares worth $69.3K. The position accounts for 0.04% of the portfolio, ranked #292.

1620 Investment Advisors first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $99.8K in Q2 2025. 99 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • 1620 Investment Advisors held 1,368 shares of JPMorgan Municipal ETF worth $69.3K as of Q2 2026.
  • 1620 Investment Advisors bought 3 JPMorgan Municipal ETF shares in Q2 2026, an estimated $151.
  • JPMorgan Municipal ETF made up 0.04% of 1620 Investment Advisors's portfolio in Q2 2026, its #292 holding.
  • 1620 Investment Advisors first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
  • 1620 Investment Advisors's JPMorgan Municipal ETF position peaked at $99.8K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.