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Advyzon Investment Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Advyzon Investment 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 		$1.43M Buy
28,248
+3,479
+14% +$175K 0.1% 189
2026
Q1 		$1.24M Buy
24,769
+9,067
+58% +$460K 0.11% 185
2025
Q4 		$793K Buy
15,702
+1,233
+9% +$62.4K 0.09% 219
2025
Q3 		$730K Buy
14,469
+340
+2% +$16.9K 0.13% 161
2025
Q2 		$701K Sell
14,129
-1,743
-11% -$86.1K 0.16% 130
2025
Q1 		$794K Sell
15,872
-354
-2% -$17.8K 0.28% 71
2024
Q4 		$814K Buy
+16,226
New +$821K 0.31% 61

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

Advyzon Investment Management's JMUB Position: Q2 2026 in Review

Advyzon Investment Management increased its JPMorgan Municipal ETF (JMUB) stake by 14% in Q2 2026, buying an estimated $175K and bringing the position to 28,248 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #189.

Advyzon Investment Management first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Advyzon Investment Management held 28,248 shares of JPMorgan Municipal ETF worth $1.43M as of Q2 2026.
  • Advyzon Investment Management bought 3,479 JPMorgan Municipal ETF shares in Q2 2026, an estimated $175K.
  • JPMorgan Municipal ETF made up 0.1% of Advyzon Investment Management's portfolio in Q2 2026, its #189 holding.
  • Advyzon Investment Management first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.