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Bleakley Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Bleakley Financial 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 		$4.54M Buy
89,544
+72,752
+433% +$3.66M 0.06% 267
2026
Q1 		$839K Sell
16,792
-4,653
-22% -$236K 0.01% 554
2025
Q4 		$1.08M Buy
+21,445
New +$1.08M 0.02% 466

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 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
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bleakley Financial Group's JMUB Position: Q2 2026 in Review

Bleakley Financial Group increased its JPMorgan Municipal ETF (JMUB) stake by 433% in Q2 2026, buying an estimated $3.66M and bringing the position to 89,544 shares worth $4.54M. The position accounts for 0.06% of the portfolio, ranked #267.

Bleakley Financial Group first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Bleakley Financial Group held 89,544 shares of JPMorgan Municipal ETF worth $4.54M as of Q2 2026.
  • Bleakley Financial Group bought 72,752 JPMorgan Municipal ETF shares in Q2 2026, an estimated $3.66M.
  • JPMorgan Municipal ETF made up 0.06% of Bleakley Financial Group's portfolio in Q2 2026, its #267 holding.
  • Bleakley Financial Group first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.