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Amplius Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Amplius Wealth 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 		$23.8M Buy
470,566
+85,964
+22% +$4.33M 1.75% 18
2026
Q1 		$19.2M Buy
384,602
+50,744
+15% +$2.57M 1.6% 18
2025
Q4 		$16.9M Buy
333,858
+36,343
+12% +$1.84M 1.41% 19
2025
Q3 		$15M Buy
297,515
+64,042
+27% +$3.18M 1.3% 19
2025
Q2 		$11.6M Sell
233,473
-26,495
-10% -$1.31M 1.08% 25
2025
Q1 		$13M Buy
+259,968
New +$13.1M 1.35% 23

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM

Amplius Wealth Advisors's JMUB Position: Q2 2026 in Review

Amplius Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 22% in Q2 2026, buying an estimated $4.33M and bringing the position to 470,566 shares worth $23.8M. The position accounts for 1.75% of the portfolio, ranked #18.

Amplius Wealth Advisors first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Amplius Wealth Advisors held 470,566 shares of JPMorgan Municipal ETF worth $23.8M as of Q2 2026.
  • Amplius Wealth Advisors bought 85,964 JPMorgan Municipal ETF shares in Q2 2026, an estimated $4.33M.
  • JPMorgan Municipal ETF made up 1.75% of Amplius Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Amplius Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.