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 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

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

Avidian Wealth Enterprises's JMUB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Municipal ETF (JMUB) stake by 5.7% in Q2 2026, buying an estimated $1.38M and bringing the position to 504,030 shares worth $25.5M. The position accounts for 0.71% of the portfolio, ranked #28.

Avidian Wealth Enterprises first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Avidian Wealth Enterprises held 504,030 shares of JPMorgan Municipal ETF worth $25.5M as of Q2 2026.
Avidian Wealth Enterprises bought 27,356 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.38M.
JPMorgan Municipal ETF made up 0.71% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #28 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.