Avidian Wealth Enterprises’s JPMorgan Municipal ETF JMUB Stock Holding History

Avidian Wealth Enterprises’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	$22.9M	Sell	481,080 -22,950	-5%	-$1.14M	0.64%	28
2026 Q2	$25.5M	Buy	504,030 +27,356	+6%	+$1.38M	0.71%	28
2026 Q1	$23.8M	Buy	476,674 +49,705	+12%	+$2.52M	0.75%	25
2025 Q4	$21.6M	Buy	426,969 +7,717	+2%	+$390K	0.78%	25
2025 Q3	$21.2M	Buy	419,252 +9,964	+2%	+$495K	0.8%	25
2025 Q2	$20.3M	Buy	409,288 +53,062	+15%	+$2.62M	0.83%	28
2025 Q1	$17.8M	Buy	+356,226	New	+$17.9M	0.79%	29

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Avidian Wealth Enterprises's JMUB Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its JPMorgan Municipal ETF (JMUB) stake by 4.6% in Q3 2026, selling an estimated $1.14M and leaving 481,080 shares worth $22.9M. The position accounts for 0.64% of the portfolio, ranked #28.

Avidian Wealth Enterprises first reported a position in JMUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $25.5M in Q2 2026. 109 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Avidian Wealth Enterprises held 481,080 shares of JPMorgan Municipal ETF worth $22.9M as of Q3 2026.
Avidian Wealth Enterprises sold 22,950 JPMorgan Municipal ETF shares in Q3 2026, an estimated $1.14M.
JPMorgan Municipal ETF made up 0.64% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #28 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 7 quarters since.
Avidian Wealth Enterprises's JPMorgan Municipal ETF position peaked at $25.5M in Q2 2026.
109 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.