Brio Consultants’s JPMorgan Municipal ETF JMUB Stock Holding History

Brio Consultants’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	$6.96M	Buy	137,455 +4,523	+3%	+$228K	0.82%	30
2026 Q1	$6.68M	Buy	132,932 +769	+0.6%	+$39K	0.82%	30
2025 Q4	$6.67M	Buy	132,163 +5,145	+4%	+$260K	0.87%	29
2025 Q3	$6.41M	Buy	127,018 +567	+0.4%	+$28.2K	0.88%	29
2025 Q2	$6.28M	Buy	126,451 +5,324	+4%	+$263K	0.92%	30
2025 Q1	$6.06M	Buy	121,127 +14,066	+13%	+$707K	0.95%	27
2024 Q4	$5.37M	Buy	107,061 +2,005	+2%	+$102K	0.84%	30
2024 Q3	$5.39M	Buy	105,056 +19,818	+23%	+$1.01M	0.86%	32
2024 Q2	$4.29M	Buy	85,238 +5,392	+7%	+$271K	0.71%	35
2024 Q1	$4.05M	Buy	79,846 +3,188	+4%	+$162K	0.68%	35
2023 Q4	$3.91M	Buy	+76,658	New	+$3.77M	0.69%	34

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

Brio Consultants's JMUB Position: Q2 2026 in Review

Brio Consultants increased its JPMorgan Municipal ETF (JMUB) stake by 3.4% in Q2 2026, buying an estimated $228K and bringing the position to 137,455 shares worth $6.96M. The position accounts for 0.82% of the portfolio, ranked #30.

Brio Consultants first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Brio Consultants held 137,455 shares of JPMorgan Municipal ETF worth $6.96M as of Q2 2026.
Brio Consultants bought 4,523 JPMorgan Municipal ETF shares in Q2 2026, an estimated $228K.
JPMorgan Municipal ETF made up 0.82% of Brio Consultants's portfolio in Q2 2026, its #30 holding.
Brio Consultants first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.