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AllGen Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

AllGen Financial Advisors’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 		$33.7M Buy
664,690
+431,905
+186% +$21.7M 7.35% 4
2026
Q1 		$11.6M Sell
232,785
-17,555
-7% -$890K 2.76% 9
2025
Q4 		$12.6M Buy
250,340
+19,149
+8% +$969K 3% 9
2025
Q3 		$11.7M Sell
231,191
-19,004
-8% -$944K 2.87% 9
2025
Q2 		$12.4M Sell
250,195
-34,978
-12% -$1.73M 3.34% 8
2025
Q1 		$14.3M Buy
285,173
+7,610
+3% +$382K 4.22% 8
2024
Q4 		$13.9M Sell
277,563
-25,622
-8% -$1.3M 4.67% 6
2024
Q3 		$15.5M Sell
303,185
-33,782
-10% -$1.72M 5.05% 8
2024
Q2 		$17M Buy
336,967
+45,888
+16% +$2.31M 6.44% 6
2024
Q1 		$14.8M Buy
291,079
+102,246
+54% +$5.19M 6.01% 4
2023
Q4 		$9.62M Buy
188,833
+11,509
+6% +$566K 5% 7
2023
Q3 		$8.58M Buy
177,324
+630
+0.4% +$31.3K 6.1% 4
2023
Q2 		$8.88M Buy
176,694
+6,663
+4% +$335K 5.59% 4
2023
Q1 		$8.61M Buy
170,031
+3,457
+2% +$174K 6.01% 4
2022
Q4 		$8.28M Buy
166,574
+127,617
+328% +$6.26M 5.94% 4
2022
Q3 		$1.89M Buy
+38,957
New +$1.95M 1.47% 18

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

AllGen Financial Advisors's JMUB Position: Q2 2026 in Review

AllGen Financial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 186% in Q2 2026, buying an estimated $21.7M and bringing the position to 664,690 shares worth $33.7M. The position accounts for 7.35% of the portfolio, ranked #4.

AllGen Financial Advisors first reported a position in JMUB in Q3 2022 and has held it in 16 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • AllGen Financial Advisors held 664,690 shares of JPMorgan Municipal ETF worth $33.7M as of Q2 2026.
  • AllGen Financial Advisors bought 431,905 JPMorgan Municipal ETF shares in Q2 2026, an estimated $21.7M.
  • JPMorgan Municipal ETF made up 7.35% of AllGen Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • AllGen Financial Advisors first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 16 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.