Boston Standard Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Boston Standard 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 Q3	–	Sell	-109,873	Closed	-$5.54M	–	59
2026 Q2	$5.54M	Buy	109,873 +4,185	+4%	+$211K	0.8%	18
2026 Q1	$5.29M	Buy	105,688 +4,304	+4%	+$218K	0.87%	18
2025 Q4	$5.12M	Buy	101,384 +5,594	+6%	+$283K	0.85%	16
2025 Q3	$4.83M	Buy	95,790 +86,283	+908%	+$4.29M	0.81%	17
2025 Q2	$472K	Buy	+9,507	New	+$470K	0.09%	33
2025 Q1	–	Sell	-6,627	Closed	-$332K	–	49
2024 Q4	$332K	Buy	+6,627	New	+$336K	0.06%	37

Other funds holding JMUB

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Boston Standard Wealth Management's JMUB Position: Q3 2026 in Review

Boston Standard Wealth Management sold out of JPMorgan Municipal ETF (JMUB) in Q3 2026, closing a stake of 109,873 shares — an estimated $5.54M sold.

Boston Standard Wealth Management first reported a position in JMUB in Q4 2024 and held it in 6 quarters. The position peaked at $5.54M in Q2 2026. 29 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Boston Standard Wealth Management reported no remaining JPMorgan Municipal ETF position as of Q3 2026 after selling out during the quarter.
Boston Standard Wealth Management sold 109,873 JPMorgan Municipal ETF shares in Q3 2026, an estimated $5.54M.
Boston Standard Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2024 and held it in 6 quarters.
Boston Standard Wealth Management's JPMorgan Municipal ETF position peaked at $5.54M in Q2 2026.
29 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Boston Standard Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.