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Beacon Pointe Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Beacon Pointe Advisors’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 		$20.3M Buy
400,958
+389,618
+3,436% +$19.6M 0.09% 204
2026
Q1 		$567K Buy
11,340
+860
+8% +$43.6K ﹤0.01% 1241
2025
Q4 		$529K Buy
10,480
+1,284
+14% +$65K ﹤0.01% 1058
2025
Q3 		$464K Sell
9,196
-13,503
-59% -$671K ﹤0.01% 1028
2025
Q2 		$1.13M Buy
22,699
+451
+2% +$22.3K 0.01% 636
2025
Q1 		$1.11M Buy
22,248
+164
+0.7% +$8.24K 0.01% 610
2024
Q4 		$1.11M Buy
22,084
+2,285
+12% +$116K 0.01% 607
2024
Q3 		$1.02M Buy
19,799
+5,014
+34% +$255K 0.01% 632
2024
Q2 		$745K Sell
14,785
-2,371
-14% -$119K 0.01% 731
2024
Q1 		$871K Buy
+17,156
New +$871K 0.01% 736

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beacon Pointe Advisors's JMUB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 3,436% in Q2 2026, buying an estimated $19.6M and bringing the position to 400,958 shares worth $20.3M. The position accounts for 0.09% of the portfolio, ranked #204.

Beacon Pointe Advisors first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Beacon Pointe Advisors held 400,958 shares of JPMorgan Municipal ETF worth $20.3M as of Q2 2026.
  • Beacon Pointe Advisors bought 389,618 JPMorgan Municipal ETF shares in Q2 2026, an estimated $19.6M.
  • JPMorgan Municipal ETF made up 0.09% of Beacon Pointe Advisors's portfolio in Q2 2026, its #204 holding.
  • Beacon Pointe Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.