Beaumont Financial Advisors
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Beaumont Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Beaumont Financial 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
Q3 		$1.38M Hold
29,039
– – 0.09% 138
2026
Q2 		$1.47M Sell
29,039
-250
-0.9% -$12.6K 0.09% 133
2026
Q1 		$1.46M Sell
29,289
-527
-2% -$26.7K 0.1% 127
2025
Q4 		$1.51M Sell
29,816
-4,054
-12% -$205K 0.1% 122
2025
Q3 		$1.71M Buy
33,870
+911
+3% +$45.3K 0.11% 110
2025
Q2 		$1.64M Sell
32,959
-556
-2% -$27.5K 0.12% 107
2025
Q1 		$1.68M Buy
33,515
+1,365
+4% +$68.6K 0.13% 108
2024
Q4 		$1.61M Hold
32,150
– – 0.12% 110
2024
Q3 		$1.65M Sell
32,150
-3,888
-11% -$198K 0.13% 101
2024
Q2 		$1.82M Hold
36,038
– – 0.15% 95
2024
Q1 		$1.83M Hold
36,038
– – 0.15% 90
2023
Q4 		$1.84M Sell
36,038
-3,379
-9% -$166K 0.17% 85
2023
Q3 		$1.91M Sell
39,417
-284
-0.7% -$14.1K 0.19% 77
2023
Q2 		$1.99M Sell
39,701
-616
-2% -$31K 0.18% 82
2023
Q1 		$2.04M Buy
40,317
+1,436
+4% +$72.3K 0.21% 68
2022
Q4 		$1.93M Sell
38,881
-16,782
-30% -$823K 0.19% 78
2022
Q3 		$2.7M Sell
55,663
-4,152
-7% -$208K 0.26% 53
2022
Q2 		$2.98M Buy
+59,815
New +$2.99M 0.27% 60

Other funds holding JMUB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Beaumont Financial Advisors's JMUB Position: Q3 2026 in Review

Beaumont Financial Advisors held its JPMorgan Municipal ETF (JMUB) position steady in Q3 2026 at 29,039 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #138.

Beaumont Financial Advisors first reported a position in JMUB in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.98M in Q2 2022. 467 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Beaumont Financial Advisors held 29,039 shares of JPMorgan Municipal ETF worth $1.38M as of Q3 2026.
  • Beaumont Financial Advisors left its JPMorgan Municipal ETF share count unchanged in Q3 2026.
  • JPMorgan Municipal ETF made up 0.09% of Beaumont Financial Advisors's portfolio in Q3 2026, its #138 holding.
  • Beaumont Financial Advisors first reported a position in JPMorgan Municipal ETF in Q2 2022 and has held it in 18 quarters since.
  • Beaumont Financial Advisors's JPMorgan Municipal ETF position peaked at $2.98M in Q2 2022.
  • 467 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Beaumont Financial Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.