BlueStem Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

BlueStem Wealth Partners’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	$13M	Sell	257,354 -66,429	-21%	-$3.34M	1.3%	23
2026 Q1	$16.2M	Buy	323,783 +56,598	+21%	+$2.87M	1.8%	22
2025 Q4	$13.5M	Buy	267,185 +4,974	+2%	+$252K	1.49%	18
2025 Q3	$13.2M	Sell	262,211 -34,383	-12%	-$1.71M	1.52%	16
2025 Q2	$14.7M	Sell	296,594 -89,921	-23%	-$4.44M	1.81%	14
2025 Q1	$19.3M	Sell	386,515 -1,750	-0.5%	-$87.9K	2.64%	12
2024 Q4	$19.5M	Buy	+388,265	New	+$19.7M	2.56%	11

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

BlueStem Wealth Partners's JMUB Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its JPMorgan Municipal ETF (JMUB) stake by 21% in Q2 2026, selling an estimated $3.34M and leaving 257,354 shares worth $13M. The position accounts for 1.3% of the portfolio, ranked #23.

BlueStem Wealth Partners first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.5M in Q4 2024. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

BlueStem Wealth Partners held 257,354 shares of JPMorgan Municipal ETF worth $13M as of Q2 2026.
BlueStem Wealth Partners sold 66,429 JPMorgan Municipal ETF shares in Q2 2026, an estimated $3.34M.
JPMorgan Municipal ETF made up 1.3% of BlueStem Wealth Partners's portfolio in Q2 2026, its #23 holding.
BlueStem Wealth Partners first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's JPMorgan Municipal ETF position peaked at $19.5M in Q4 2024.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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