Brookwood Investment Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Brookwood Investment 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	$812K	Sell	16,021 -2,318	-13%	-$117K	0.09%	219
2026 Q1	$917K	Sell	18,339 -228	-1%	-$11.6K	0.11%	178
2025 Q4	$938K	Buy	18,567 +4,499	+32%	+$228K	0.11%	180
2025 Q3	$710K	Sell	14,068 -5,414	-28%	-$269K	0.09%	196
2025 Q2	$967K	Buy	19,482 +1,849	+10%	+$91.3K	0.16%	136
2025 Q1	$882K	Buy	+17,633	New	+$886K	0.15%	140

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

Brookwood Investment Group's JMUB Position: Q2 2026 in Review

Brookwood Investment Group reduced its JPMorgan Municipal ETF (JMUB) stake by 13% in Q2 2026, selling an estimated $117K and leaving 16,021 shares worth $812K. The position accounts for 0.09% of the portfolio, ranked #219.

Brookwood Investment Group first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $967K in Q2 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Brookwood Investment Group held 16,021 shares of JPMorgan Municipal ETF worth $812K as of Q2 2026.
Brookwood Investment Group sold 2,318 JPMorgan Municipal ETF shares in Q2 2026, an estimated $117K.
JPMorgan Municipal ETF made up 0.09% of Brookwood Investment Group's portfolio in Q2 2026, its #219 holding.
Brookwood Investment Group first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's JPMorgan Municipal ETF position peaked at $967K in Q2 2025.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.