AssetMark Inc
JMUB icon

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
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% +$9.21K ﹤0.01% 1452
2024
Q1 		$3.86K Buy
+76
New +$3.86K ﹤0.01% 1501

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

AssetMark Inc's JMUB Position: Q2 2026 in Review

AssetMark Inc increased its JPMorgan Municipal ETF (JMUB) stake by 3.7% in Q2 2026, buying an estimated $1.15M and bringing the position to 641,928 shares worth $32.5M. The position accounts for 0.06% of the portfolio, ranked #258.

AssetMark Inc first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • AssetMark Inc held 641,928 shares of JPMorgan Municipal ETF worth $32.5M as of Q2 2026.
  • AssetMark Inc bought 22,831 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.15M.
  • JPMorgan Municipal ETF made up 0.06% of AssetMark Inc's portfolio in Q2 2026, its #258 holding.
  • AssetMark Inc first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
  • 258 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.