Acima Private Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Acima Private Wealth’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	$521K	Buy	10,285 +1,686	+20%	+$84.9K	0.15%	75
2026 Q1	$430K	Hold	8,599	–	–	0.13%	79
2025 Q4	$434K	Buy	8,599 +2,364	+38%	+$120K	0.13%	81
2025 Q3	$315K	Hold	6,235	–	–	0.1%	104
2025 Q2	$310K	Hold	6,235	–	–	0.11%	101
2025 Q1	$312K	Sell	6,235 -27,492	-82%	-$1.38M	0.11%	99
2024 Q4	$1.69M	Hold	33,727	–	–	0.57%	36
2024 Q3	$1.73M	Buy	33,727 +890	+3%	+$45.3K	0.58%	40
2024 Q2	$1.65M	Sell	32,837 -4,806	-13%	-$242K	0.61%	38
2024 Q1	$1.91M	Hold	37,643	–	–	0.7%	32
2023 Q4	$1.92M	Hold	37,643	–	–	0.75%	31
2023 Q3	$1.82M	Hold	37,643	–	–	0.81%	32
2023 Q2	$1.89M	Sell	37,643 -1,500	-4%	-$75.5K	0.9%	32
2023 Q1	$1.98M	Hold	39,143	–	–	0.97%	31
2022 Q4	$1.95M	Buy	+39,143	New	+$1.92M	1%	28

Other funds holding JMUB

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return