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Bernicke Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Bernicke Wealth Management’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 		$1.18M Sell
23,325
-2,953
-11% -$149K 0.14% 48
2026
Q1 		$1.31M Buy
26,278
+632
+2% +$32K 0.17% 44
2025
Q4 		$1.3M Buy
+25,646
New +$1.3M 0.17% 42

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Bernicke Wealth Management's JMUB Position: Q2 2026 in Review

Bernicke Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 11% in Q2 2026, selling an estimated $149K and leaving 23,325 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #48.

Bernicke Wealth Management first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2026. 451 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Bernicke Wealth Management held 23,325 shares of JPMorgan Municipal ETF worth $1.18M as of Q2 2026.
  • Bernicke Wealth Management sold 2,953 JPMorgan Municipal ETF shares in Q2 2026, an estimated $149K.
  • JPMorgan Municipal ETF made up 0.14% of Bernicke Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Bernicke Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's JPMorgan Municipal ETF position peaked at $1.31M in Q1 2026.
  • 451 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.