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 Q3	$26.1M	Buy	547,767 +77,201	+16%	+$3.82M	1.79%	17
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Amplius Wealth Advisors's JMUB Position: Q3 2026 in Review

Amplius Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 16% in Q3 2026, buying an estimated $3.82M and bringing the position to 547,767 shares worth $26.1M. The position accounts for 1.79% of the portfolio, ranked #17.

Amplius Wealth Advisors first reported a position in JMUB in Q1 2025 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Amplius Wealth Advisors held 547,767 shares of JPMorgan Municipal ETF worth $26.1M as of Q3 2026.
Amplius Wealth Advisors bought 77,201 JPMorgan Municipal ETF shares in Q3 2026, an estimated $3.82M.
JPMorgan Municipal ETF made up 1.79% of Amplius Wealth Advisors's portfolio in Q3 2026, its #17 holding.
Amplius Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.