AssetMark Inc’s JPMorgan Municipal ETF JMUB Stock Holding History

AssetMark Inc’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	$31.9M	Buy	670,826 +28,898	+5%	+$1.43M	0.05%	270
2026 Q2	$32.5M	Buy	641,928 +22,831	+4%	+$1.15M	0.06%	258
2026 Q1	$30.9M	Sell	619,097 -9,965	-2%	-$505K	0.06%	239
2025 Q4	$31.8M	Buy	629,062 +501,766	+394%	+$25.4M	0.06%	235
2025 Q3	$6.42M	Buy	127,296 +30,118	+31%	+$1.5M	0.01%	570
2025 Q2	$4.82M	Buy	97,178 +76,431	+368%	+$3.78M	0.01%	589
2025 Q1	$1.04M	Sell	20,747 -6,975	-25%	-$351K	﹤0.01%	859
2024 Q4	$1.39M	Buy	27,722 +27,370	+7,776%	+$1.39M	﹤0.01%	787
2024 Q3	$18K	Buy	352 +93	+36%	+$4.73K	﹤0.01%	1515
2024 Q2	$13K	Buy	259 +183	+241%	+$9.2K	﹤0.01%	1452
2024 Q1	$3.86K	Buy	+76	New	+$3.86K	﹤0.01%	1501

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

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

AssetMark Inc's JMUB Position: Q3 2026 in Review

AssetMark Inc increased its JPMorgan Municipal ETF (JMUB) stake by 4.5% in Q3 2026, buying an estimated $1.43M and bringing the position to 670,826 shares worth $31.9M. The position accounts for 0.05% of the portfolio, ranked #270.

AssetMark Inc first reported a position in JMUB in Q1 2024 and has held it in 11 quarters since. The position peaked at $32.5M in Q2 2026. 223 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

AssetMark Inc held 670,826 shares of JPMorgan Municipal ETF worth $31.9M as of Q3 2026.
AssetMark Inc bought 28,898 JPMorgan Municipal ETF shares in Q3 2026, an estimated $1.43M.
JPMorgan Municipal ETF made up 0.05% of AssetMark Inc's portfolio in Q3 2026, its #270 holding.
AssetMark Inc first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 11 quarters since.
AssetMark Inc's JPMorgan Municipal ETF position peaked at $32.5M in Q2 2026.
223 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.