AE Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

AE 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 Q2	$185K	Sell	3,644 -1,200	-25%	-$60.4K	﹤0.01%	1747
2026 Q1	$242K	Buy	4,844 +1,651	+52%	+$83.7K	﹤0.01%	1504
2025 Q4	$161K	Buy	3,193 +1,304	+69%	+$66K	﹤0.01%	1568
2025 Q3	$95.3K	Buy	1,889 +629	+50%	+$31.2K	﹤0.01%	1582
2025 Q2	$62.6K	Sell	1,260 -142	-10%	-$7.01K	﹤0.01%	1572
2025 Q1	$70.1K	Buy	1,402 +69	+5%	+$3.47K	﹤0.01%	1525
2024 Q4	$66.9K	Buy	+1,333	New	+$67.5K	﹤0.01%	1510
2024 Q1	–	Sell	-7,542	Closed	-$382K	–	1594
2023 Q4	$382K	Buy	+7,542	New	+$371K	﹤0.01%	1588

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AE Wealth Management's JMUB Position: Q2 2026 in Review

AE Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 25% in Q2 2026, selling an estimated $60.4K and leaving 3,644 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

AE Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 8 quarters since. The position peaked at $382K in Q4 2023. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

AE Wealth Management held 3,644 shares of JPMorgan Municipal ETF worth $185K as of Q2 2026.
AE Wealth Management sold 1,200 JPMorgan Municipal ETF shares in Q2 2026, an estimated $60.4K.
JPMorgan Municipal ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1747 holding.
AE Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's JPMorgan Municipal ETF position peaked at $382K in Q4 2023.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.