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

Arkadios 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	$756K	Sell	14,929 -1,887	-11%	-$95K	0.01%	917
2026 Q1	$841K	Buy	16,816 +384	+2%	+$19.5K	0.01%	875
2025 Q4	$830K	Buy	16,432 +2,877	+21%	+$146K	0.02%	776
2025 Q3	$684K	Buy	13,555 +2,036	+18%	+$101K	0.02%	806
2025 Q2	$572K	Sell	11,519 -1,873	-14%	-$92.5K	0.02%	793
2025 Q1	$670K	Sell	13,392 -268	-2%	-$13.5K	0.03%	597
2024 Q4	$685K	Hold	13,660	–	–	0.04%	430
2024 Q3	$700K	Buy	13,660 +1,052	+8%	+$53.5K	0.04%	422
2024 Q2	$635K	Buy	12,608 +1,556	+14%	+$78.3K	0.04%	403
2024 Q1	$561K	Buy	11,052 +3,178	+40%	+$161K	0.04%	362
2023 Q4	$401K	Buy	+7,874	New	+$387K	0.03%	434

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

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

Arkadios Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 11% in Q2 2026, selling an estimated $95K and leaving 14,929 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #917.

Arkadios Wealth Advisors first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $841K in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Arkadios Wealth Advisors held 14,929 shares of JPMorgan Municipal ETF worth $756K as of Q2 2026.
Arkadios Wealth Advisors sold 1,887 JPMorgan Municipal ETF shares in Q2 2026, an estimated $95K.
JPMorgan Municipal ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #917 holding.
Arkadios Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
Arkadios Wealth Advisors's JPMorgan Municipal ETF position peaked at $841K in Q1 2026.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.