Barnes Wealth Management Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Barnes Wealth Management Group’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	$665K	Buy	13,120 +157	+1%	+$7.9K	0.31%	84
2026 Q1	$648K	Buy	12,963 +96	+0.7%	+$4.87K	0.33%	82
2025 Q4	$650K	Sell	12,867 -632	-5%	-$32K	0.35%	72
2025 Q3	$681K	Buy	13,499 +1,135	+9%	+$56.4K	0.38%	67
2025 Q2	$614K	Buy	12,364 +1,233	+11%	+$60.9K	0.36%	69
2025 Q1	$557K	Buy	+11,131	New	+$559K	0.36%	69

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

Barnes Wealth Management Group's JMUB Position: Q2 2026 in Review

Barnes Wealth Management Group increased its JPMorgan Municipal ETF (JMUB) stake by 1.2% in Q2 2026, buying an estimated $7.9K and bringing the position to 13,120 shares worth $665K. The position accounts for 0.31% of the portfolio, ranked #84.

Barnes Wealth Management Group first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $681K in Q3 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Barnes Wealth Management Group held 13,120 shares of JPMorgan Municipal ETF worth $665K as of Q2 2026.
Barnes Wealth Management Group bought 157 JPMorgan Municipal ETF shares in Q2 2026, an estimated $7.9K.
JPMorgan Municipal ETF made up 0.31% of Barnes Wealth Management Group's portfolio in Q2 2026, its #84 holding.
Barnes Wealth Management Group first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
Barnes Wealth Management Group's JPMorgan Municipal ETF position peaked at $681K in Q3 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.