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Balance Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Balance Wealth’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 		$2.53M Buy
49,858
+3,071
+7% +$155K 0.67% 33
2026
Q1 		$2.34M Buy
46,787
+8,013
+21% +$406K 0.73% 33
2025
Q4 		$1.96M Buy
38,774
+5,890
+18% +$298K 0.63% 37
2025
Q3 		$1.66M Buy
32,884
+2,338
+8% +$116K 0.41% 41
2025
Q2 		$1.52M Buy
30,546
+22,231
+267% +$1.1M 0.89% 29
2025
Q1 		$416K Buy
+8,315
New +$418K 0.27% 82

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 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
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Balance Wealth's JMUB Position: Q2 2026 in Review

Balance Wealth increased its JPMorgan Municipal ETF (JMUB) stake by 6.6% in Q2 2026, buying an estimated $155K and bringing the position to 49,858 shares worth $2.53M. The position accounts for 0.67% of the portfolio, ranked #33.

Balance Wealth first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Balance Wealth held 49,858 shares of JPMorgan Municipal ETF worth $2.53M as of Q2 2026.
  • Balance Wealth bought 3,071 JPMorgan Municipal ETF shares in Q2 2026, an estimated $155K.
  • JPMorgan Municipal ETF made up 0.67% of Balance Wealth's portfolio in Q2 2026, its #33 holding.
  • Balance Wealth first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.