Bernardo Wealth Planning’s JPMorgan Municipal ETF JMUB Stock Holding History

Bernardo Wealth Planning’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	$2.1M	Sell	41,502 -140	-0.3%	-$7.05K	0.36%	37
2026 Q1	$2.08M	Buy	41,642 +5,905	+17%	+$299K	0.41%	34
2025 Q4	$1.8M	Buy	35,737 +8,668	+32%	+$439K	0.34%	40
2025 Q3	$1.37M	Buy	27,069 +5,583	+26%	+$277K	0.27%	44
2025 Q2	$1.07M	Buy	21,486 +1,848	+9%	+$91.3K	0.23%	49
2025 Q1	$982K	Buy	19,638 +789	+4%	+$39.7K	0.24%	47
2024 Q4	$939K	Buy	18,849 +640	+4%	+$32.4K	0.22%	46
2024 Q3	$926K	Sell	18,209 -49	-0.3%	-$2.49K	0.22%	45
2024 Q2	$920K	Buy	18,258 +8,893	+95%	+$447K	0.25%	45
2024 Q1	$475K	Buy	+9,365	New	+$476K	0.13%	60

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

Bernardo Wealth Planning's JMUB Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its JPMorgan Municipal ETF (JMUB) stake by 0.34% in Q2 2026, selling an estimated $7.05K and leaving 41,502 shares worth $2.1M. The position accounts for 0.36% of the portfolio, ranked #37.

Bernardo Wealth Planning first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Bernardo Wealth Planning held 41,502 shares of JPMorgan Municipal ETF worth $2.1M as of Q2 2026.
Bernardo Wealth Planning sold 140 JPMorgan Municipal ETF shares in Q2 2026, an estimated $7.05K.
JPMorgan Municipal ETF made up 0.36% of Bernardo Wealth Planning's portfolio in Q2 2026, its #37 holding.
Bernardo Wealth Planning first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.