Axxcess Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Axxcess Wealth Management’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	$6.38M	Buy	+126,012	New	+$6.34M	0.1%	192
2026 Q1	–	Sell	-87,707	Closed	-$4.43M	–	723
2025 Q4	$4.43M	Buy	87,707 +7,530	+9%	+$381K	0.08%	230
2025 Q3	$4.05M	Sell	80,177 -1,221	-2%	-$60.7K	0.09%	188
2025 Q2	$4.04M	Sell	81,398 -7,697	-9%	-$380K	0.09%	171
2025 Q1	$4.45M	Buy	+89,095	New	+$4.48M	0.12%	148
2024 Q4	–	Sell	-6,500	Closed	-$333K	–	900
2024 Q3	$333K	Buy	+6,500	New	+$331K	0.01%	662
2024 Q1	–	Sell	-4,117	Closed	-$210K	–	900
2023 Q4	$210K	Buy	+4,117	New	+$203K	0.01%	772

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Axxcess Wealth Management's JMUB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2026: 126,012 shares worth $6.38M. The stake represents 0.1% of the portfolio and ranks #192 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in JMUB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Axxcess Wealth Management held 126,012 shares of JPMorgan Municipal ETF worth $6.38M as of Q2 2026.
JPMorgan Municipal ETF was a new Axxcess Wealth Management position in Q2 2026.
JPMorgan Municipal ETF made up 0.1% of Axxcess Wealth Management's portfolio in Q2 2026, its #192 holding.
Axxcess Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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