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 Q3	$212K	Sell	4,450 -155,181	-97%	-$7.68M	0.18%	64
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

21 West Wealth Management's JMUB Position: Q3 2026 in Review

21 West Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 97% in Q3 2026, selling an estimated $7.68M and leaving 4,450 shares worth $212K. The position accounts for 0.18% of the portfolio, ranked #64.

21 West Wealth Management first reported a position in JMUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.09M in Q2 2026. 152 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

21 West Wealth Management held 4,450 shares of JPMorgan Municipal ETF worth $212K as of Q3 2026.
21 West Wealth Management sold 155,181 JPMorgan Municipal ETF shares in Q3 2026, an estimated $7.68M.
JPMorgan Municipal ETF made up 0.18% of 21 West Wealth Management's portfolio in Q3 2026, its #64 holding.
21 West Wealth Management first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 6 quarters since.
21 West Wealth Management's JPMorgan Municipal ETF position peaked at $8.09M in Q2 2026.
152 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on 21 West Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.