2WWM
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21 West Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

21 West Wealth 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 		$8.09M Buy
159,631
+6,255
+4% +$315K 6.91% 2
2026
Q1 		$7.67M Buy
153,376
+3,573
+2% +$181K 7.12% 1
2025
Q4 		$7.57M Buy
149,803
+10,492
+8% +$531K 6.91% 2
2025
Q3 		$7.03M Buy
139,311
+13,720
+11% +$682K 6.67% 2
2025
Q2 		$6.23M Buy
+125,591
New +$6.2M 6.29% 2

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

21 West Wealth Management's JMUB Position: Q2 2026 in Review

21 West Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 4.1% in Q2 2026, buying an estimated $315K and bringing the position to 159,631 shares worth $8.09M. The position accounts for 6.91% of the portfolio, ranked #2.

21 West Wealth Management first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • 21 West Wealth Management held 159,631 shares of JPMorgan Municipal ETF worth $8.09M as of Q2 2026.
  • 21 West Wealth Management bought 6,255 JPMorgan Municipal ETF shares in Q2 2026, an estimated $315K.
  • JPMorgan Municipal ETF made up 6.91% of 21 West Wealth Management's portfolio in Q2 2026, its #2 holding.
  • 21 West Wealth Management first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.