ABLE Financial Group
JMUB icon

ABLE Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

ABLE Financial Group’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 		$24.5M Sell
514,347
-68,203
-12% -$3.37M 3.82% 4
2026
Q2 		$29.5M Buy
582,550
+91,102
+19% +$4.59M 4.95% 3
2026
Q1 		$24.6M Buy
491,448
+33,687
+7% +$1.71M 4.81% 3
2025
Q4 		$23.1M Buy
457,761
+40,241
+10% +$2.04M 4.7% 3
2025
Q3 		$21.1M Buy
417,520
+116,327
+39% +$5.78M 4.57% 3
2025
Q2 		$15M Buy
+301,193
New +$14.9M 3.61% 4

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

ABLE Financial Group's JMUB Position: Q3 2026 in Review

ABLE Financial Group reduced its JPMorgan Municipal ETF (JMUB) stake by 12% in Q3 2026, selling an estimated $3.37M and leaving 514,347 shares worth $24.5M. The position accounts for 3.82% of the portfolio, ranked #4.

ABLE Financial Group first reported a position in JMUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $29.5M in Q2 2026. 100 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • ABLE Financial Group held 514,347 shares of JPMorgan Municipal ETF worth $24.5M as of Q3 2026.
  • ABLE Financial Group sold 68,203 JPMorgan Municipal ETF shares in Q3 2026, an estimated $3.37M.
  • JPMorgan Municipal ETF made up 3.82% of ABLE Financial Group's portfolio in Q3 2026, its #4 holding.
  • ABLE Financial Group first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 6 quarters since.
  • ABLE Financial Group's JPMorgan Municipal ETF position peaked at $29.5M in Q2 2026.
  • 100 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.