Avestar Capital’s JPMorgan Municipal ETF JMUB Stock Holding History

Avestar Capital’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	$558K	Hold	11,016	–	–	0.03%	354
2026 Q1	$551K	Buy	+11,016	New	+$559K	0.04%	332
2024 Q1	–	Sell	-20,431	Closed	-$1.04M	–	481
2023 Q4	$1.04M	Buy	20,431 +4,111	+25%	+$202K	0.12%	113
2023 Q3	$789K	Buy	16,320 +2,636	+19%	+$131K	0.11%	116
2023 Q2	$687K	Sell	13,684 -785	-5%	-$39.5K	0.11%	112
2023 Q1	$733K	Buy	14,469 +605	+4%	+$30.5K	0.13%	96
2022 Q4	$690K	Sell	13,864 -158	-1%	-$7.75K	0.13%	111
2022 Q3	$679K	Sell	14,022 -1,467	-9%	-$73.6K	0.17%	86
2022 Q2	$773K	Buy	+15,489	New	+$776K	0.19%	83

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

Avestar Capital's JMUB Position: Q2 2026 in Review

Avestar Capital held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 11,016 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #354.

Avestar Capital first reported a position in JMUB in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2023. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Avestar Capital held 11,016 shares of JPMorgan Municipal ETF worth $558K as of Q2 2026.
Avestar Capital left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
JPMorgan Municipal ETF made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #354 holding.
Avestar Capital first reported a position in JPMorgan Municipal ETF in Q2 2022 and has held it in 9 quarters since.
Avestar Capital's JPMorgan Municipal ETF position peaked at $1.04M in Q4 2023.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.