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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
Q3 		$7.02M Sell
147,551
-2,048
-1% -$101K 1.38% 19
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Baker Tilly Wealth Management's JMUB Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 1.4% in Q3 2026, selling an estimated $101K and leaving 147,551 shares worth $7.02M. The position accounts for 1.38% of the portfolio, ranked #19.

Baker Tilly Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.58M in Q2 2026. 67 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Baker Tilly Wealth Management held 147,551 shares of JPMorgan Municipal ETF worth $7.02M as of Q3 2026.
  • Baker Tilly Wealth Management sold 2,048 JPMorgan Municipal ETF shares in Q3 2026, an estimated $101K.
  • JPMorgan Municipal ETF made up 1.38% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Baker Tilly Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 12 quarters since.
  • Baker Tilly Wealth Management's JPMorgan Municipal ETF position peaked at $7.58M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.