Baker Tilly Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Baker Tilly 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	$7.58M	Buy	149,599 +18,705	+14%	+$942K	1.61%	14
2026 Q1	$6.54M	Sell	130,894 -1,456	-1%	-$73.8K	1.59%	16
2025 Q4	$6.68M	Buy	132,350 +20,192	+18%	+$1.02M	1.65%	15
2025 Q3	$5.66M	Buy	112,158 +13,929	+14%	+$692K	1.28%	22
2025 Q2	$4.88M	Sell	98,229 -4,163	-4%	-$206K	1.74%	13
2025 Q1	$5.12M	Buy	102,392 +11,880	+13%	+$597K	2.01%	11
2024 Q4	$4.54M	Buy	90,512 +27,672	+44%	+$1.4M	1.78%	13
2024 Q3	$3.22M	Buy	62,840 +32,894	+110%	+$1.67M	1.43%	12
2024 Q2	$1.51M	Buy	29,946 +19,275	+181%	+$970K	0.62%	28
2024 Q1	$541K	Buy	10,671 +4,591	+76%	+$233K	0.1%	229
2023 Q4	$310K	Buy	+6,080	New	+$299K	0.05%	382

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

Baker Tilly Wealth Management's JMUB Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 14% in Q2 2026, buying an estimated $942K and bringing the position to 149,599 shares worth $7.58M. The position accounts for 1.61% of the portfolio, ranked #14.

Baker Tilly Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Baker Tilly Wealth Management held 149,599 shares of JPMorgan Municipal ETF worth $7.58M as of Q2 2026.
Baker Tilly Wealth Management bought 18,705 JPMorgan Municipal ETF shares in Q2 2026, an estimated $942K.
JPMorgan Municipal ETF made up 1.61% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #14 holding.
Baker Tilly Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.