Allworth Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Allworth Financial’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	$226K	Sell	4,453 -253,724	-98%	-$12.8M	﹤0.01%	1412
2026 Q1	$12.9M	Buy	258,177 +45,761	+22%	+$2.32M	0.05%	214
2025 Q4	$10.7M	Buy	212,416 +207,613	+4,323%	+$10.5M	0.04%	227
2025 Q3	$242K	Buy	4,803 +1,884	+65%	+$93.6K	﹤0.01%	1201
2025 Q2	$145K	Hold	2,919	–	–	﹤0.01%	1336
2025 Q1	$144K	Buy	2,919 +1,392	+91%	+$70K	﹤0.01%	1068
2024 Q4	$76.6K	Buy	+1,527	New	+$77.3K	﹤0.01%	1384
2024 Q3	–	Sell	-5	Closed	-$254	–	3791
2024 Q2	$254	Buy	+5	New	+$252	﹤0.01%	3514
2022 Q4	–	Sell	-900	Closed	-$44K	–	3107
2022 Q3	$44K	Buy	+900	New	+$45.1K	﹤0.01%	999

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 22.96% 1-Year Est. Return

Allworth Financial's JMUB Position: Q2 2026 in Review

Allworth Financial reduced its JPMorgan Municipal ETF (JMUB) stake by 98% in Q2 2026, selling an estimated $12.8M and leaving 4,453 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Allworth Financial first reported a position in JMUB in Q3 2022 and has held it in 9 quarters since. The position peaked at $12.9M in Q1 2026. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Allworth Financial held 4,453 shares of JPMorgan Municipal ETF worth $226K as of Q2 2026.
Allworth Financial sold 253,724 JPMorgan Municipal ETF shares in Q2 2026, an estimated $12.8M.
JPMorgan Municipal ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1412 holding.
Allworth Financial first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 9 quarters since.
Allworth Financial's JPMorgan Municipal ETF position peaked at $12.9M in Q1 2026.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.