Beta Wealth Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Beta Wealth 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	$1.28M	Sell	25,233 -2,389	-9%	-$120K	0.48%	43
2026 Q1	$1.38M	Buy	27,622 +419	+2%	+$21.2K	0.57%	39
2025 Q4	$1.37M	Sell	27,203 -2,640	-9%	-$134K	0.55%	43
2025 Q3	$1.51M	Sell	29,843 -75,729	-72%	-$3.76M	0.59%	39
2025 Q2	$5.24M	Sell	105,572 -98,378	-48%	-$4.86M	1.92%	16
2025 Q1	$10.2M	Sell	203,950 -8,401	-4%	-$422K	3.66%	4
2024 Q4	$10.6M	Buy	212,351 +2,171	+1%	+$110K	4.71%	4
2024 Q3	$10.8M	Sell	210,180 -6,486	-3%	-$330K	4.86%	3
2024 Q2	$10.9M	Buy	216,666 +7,442	+4%	+$374K	5.17%	2
2024 Q1	$10.6M	Buy	209,224 +17,039	+9%	+$865K	5.16%	3
2023 Q4	$9.79M	Buy	+192,185	New	+$9.45M	5.13%	3

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

Beta Wealth Group's JMUB Position: Q2 2026 in Review

Beta Wealth Group reduced its JPMorgan Municipal ETF (JMUB) stake by 8.6% in Q2 2026, selling an estimated $120K and leaving 25,233 shares worth $1.28M. The position accounts for 0.48% of the portfolio, ranked #43.

Beta Wealth Group first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q2 2024. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Beta Wealth Group held 25,233 shares of JPMorgan Municipal ETF worth $1.28M as of Q2 2026.
Beta Wealth Group sold 2,389 JPMorgan Municipal ETF shares in Q2 2026, an estimated $120K.
JPMorgan Municipal ETF made up 0.48% of Beta Wealth Group's portfolio in Q2 2026, its #43 holding.
Beta Wealth Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
Beta Wealth Group's JPMorgan Municipal ETF position peaked at $10.9M in Q2 2024.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.