Axis Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Axis Wealth 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	$482K	Buy	9,524 +570	+6%	+$28.7K	0.23%	107
2026 Q1	$448K	Buy	8,954 +1,731	+24%	+$87.8K	0.24%	110
2025 Q4	$365K	Buy	7,223 +51	+0.7%	+$2.58K	0.2%	123
2025 Q3	$362K	Buy	7,172 +300	+4%	+$14.9K	0.21%	115
2025 Q2	$341K	Buy	6,872 +2,539	+59%	+$125K	0.22%	109
2025 Q1	$217K	Buy	4,333 +35	+0.8%	+$1.76K	0.16%	133
2024 Q4	$216K	Buy	+4,298	New	+$218K	0.18%	127

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

Axis Wealth Partners's JMUB Position: Q2 2026 in Review

Axis Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 6.4% in Q2 2026, buying an estimated $28.7K and bringing the position to 9,524 shares worth $482K. The position accounts for 0.23% of the portfolio, ranked #107.

Axis Wealth Partners first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Axis Wealth Partners held 9,524 shares of JPMorgan Municipal ETF worth $482K as of Q2 2026.
Axis Wealth Partners bought 570 JPMorgan Municipal ETF shares in Q2 2026, an estimated $28.7K.
JPMorgan Municipal ETF made up 0.23% of Axis Wealth Partners's portfolio in Q2 2026, its #107 holding.
Axis Wealth Partners first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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