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Atria Investments’s JPMorgan Municipal ETF JMUB Stock Holding History

Atria Investments’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 		$2.34M Buy
46,259
+34,856
+306% +$1.75M 0.02% 682
2026
Q1 		$570K Buy
11,403
+298
+3% +$15.1K 0.01% 1377
2025
Q4 		$561K Sell
11,105
-16,970
-60% -$859K 0.01% 1373
2025
Q3 		$1.42M Buy
28,075
+20,152
+254% +$1M 0.02% 875
2025
Q2 		$393K Buy
7,923
+1,520
+24% +$75.1K ﹤0.01% 1554
2025
Q1 		$320K Sell
6,403
-112
-2% -$5.63K ﹤0.01% 1583
2024
Q4 		$327K Buy
6,515
+2,453
+60% +$124K ﹤0.01% 1558
2024
Q3 		$208K Buy
+4,062
New +$207K ﹤0.01% 1809

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Atria Investments's JMUB Position: Q2 2026 in Review

Atria Investments increased its JPMorgan Municipal ETF (JMUB) stake by 306% in Q2 2026, buying an estimated $1.75M and bringing the position to 46,259 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #682.

Atria Investments first reported a position in JMUB in Q3 2024 and has held it in 8 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Atria Investments held 46,259 shares of JPMorgan Municipal ETF worth $2.34M as of Q2 2026.
  • Atria Investments bought 34,856 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.75M.
  • JPMorgan Municipal ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #682 holding.
  • Atria Investments first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 8 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.