APP
JMUB icon

Avantax Planning Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Avantax Planning Partners’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 		$67.6M Buy
1,335,459
+94,295
+8% +$4.75M 1.68% 14
2026
Q1 		$62M Sell
1,241,164
-10,236
-0.8% -$519K 1.7% 14
2025
Q4 		$63.2M Buy
1,251,400
+91,216
+8% +$4.61M 1.77% 13
2025
Q3 		$58.6M Buy
1,160,184
+545,783
+89% +$27.1M 1.68% 13
2025
Q2 		$30.5M Buy
614,401
+74,739
+14% +$3.69M 0.97% 20
2025
Q1 		$27M Buy
539,662
+44,882
+9% +$2.26M 0.96% 20
2024
Q4 		$24.8M Buy
494,780
+12,098
+3% +$612K 0.89% 21
2024
Q3 		$24.7M Sell
482,682
-63,891
-12% -$3.25M 0.89% 19
2024
Q2 		$27.5M Sell
546,573
-16,355
-3% -$823K 0.89% 19
2024
Q1 		$28.6M Sell
562,928
-19,332
-3% -$982K 0.93% 20
2023
Q4 		$29.7M Buy
582,260
+103,995
+22% +$5.12M 1.13% 17
2023
Q3 		$23.1M Sell
478,265
-61,506
-11% -$3.05M 0.97% 19
2023
Q2 		$27.1M Sell
539,771
-10,858
-2% -$546K 1.08% 19
2023
Q1 		$27.9M Sell
550,629
-9,277
-2% -$467K 1.13% 16
2022
Q4 		$27.8M Buy
559,906
+296,824
+113% +$14.6M 1.1% 15
2022
Q3 		$12.7M Sell
263,082
-46,340
-15% -$2.32M 0.57% 26
2022
Q2 		$15.4M Buy
309,422
+51,459
+20% +$2.58M 0.66% 23
2022
Q1 		$13.3M Buy
+257,963
New +$13.7M 0.53% 23

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 22.96% 1-Year Est. Return

Avantax Planning Partners's JMUB Position: Q2 2026 in Review

Avantax Planning Partners increased its JPMorgan Municipal ETF (JMUB) stake by 7.6% in Q2 2026, buying an estimated $4.75M and bringing the position to 1,335,459 shares worth $67.6M. The position accounts for 1.68% of the portfolio, ranked #14.

Avantax Planning Partners first reported a position in JMUB in Q1 2022 and has held it in 18 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Avantax Planning Partners held 1,335,459 shares of JPMorgan Municipal ETF worth $67.6M as of Q2 2026.
  • Avantax Planning Partners bought 94,295 JPMorgan Municipal ETF shares in Q2 2026, an estimated $4.75M.
  • JPMorgan Municipal ETF made up 1.68% of Avantax Planning Partners's portfolio in Q2 2026, its #14 holding.
  • Avantax Planning Partners first reported a position in JPMorgan Municipal ETF in Q1 2022 and has held it in 18 quarters since.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.