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Action Point Financial Planning’s JPMorgan Municipal ETF JMUB Stock Holding History

Action Point Financial Planning’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 		$2.51M Buy
49,512
+42,476
+604% +$2.14M 0.25% 81
2026
Q1 		$352K Buy
+7,036
New +$357K 0.31% 44

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's JMUB Position: Q2 2026 in Review

Action Point Financial Planning increased its JPMorgan Municipal ETF (JMUB) stake by 604% in Q2 2026, buying an estimated $2.14M and bringing the position to 49,512 shares worth $2.51M. The position accounts for 0.25% of the portfolio, ranked #81.

Action Point Financial Planning first reported a position in JMUB in Q1 2026 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Action Point Financial Planning held 49,512 shares of JPMorgan Municipal ETF worth $2.51M as of Q2 2026.
  • Action Point Financial Planning bought 42,476 JPMorgan Municipal ETF shares in Q2 2026, an estimated $2.14M.
  • JPMorgan Municipal ETF made up 0.25% of Action Point Financial Planning's portfolio in Q2 2026, its #81 holding.
  • Action Point Financial Planning first reported a position in JPMorgan Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.