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

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

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

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. 169 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.
169 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.