Cahill Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Cahill Financial Advisors’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	$6.87M	Buy	135,577 +954	+0.7%	+$48K	0.66%	26
2026 Q1	$6.73M	Buy	134,623 +25,646	+24%	+$1.3M	0.73%	26
2025 Q4	$5.5M	Buy	108,977 +33,432	+44%	+$1.69M	0.6%	28
2025 Q3	$3.81M	Buy	75,545 +30,559	+68%	+$1.52M	0.43%	46
2025 Q2	$2.23M	Buy	44,986 +25,405	+130%	+$1.25M	0.28%	64
2025 Q1	$979K	Buy	19,581 +4,551	+30%	+$229K	0.13%	116
2024 Q4	$754K	Buy	15,030 +9,820	+188%	+$497K	0.1%	137
2024 Q3	$267K	Buy	+5,210	New	+$265K	0.04%	224

Other funds holding JMUB

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

GCM

G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return

Cahill Financial Advisors's JMUB Position: Q2 2026 in Review

Cahill Financial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 0.71% in Q2 2026, buying an estimated $48K and bringing the position to 135,577 shares worth $6.87M. The position accounts for 0.66% of the portfolio, ranked #26.

Cahill Financial Advisors first reported a position in JMUB in Q3 2024 and has held it in 8 quarters since. 403 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Cahill Financial Advisors held 135,577 shares of JPMorgan Municipal ETF worth $6.87M as of Q2 2026.
Cahill Financial Advisors bought 954 JPMorgan Municipal ETF shares in Q2 2026, an estimated $48K.
JPMorgan Municipal ETF made up 0.66% of Cahill Financial Advisors's portfolio in Q2 2026, its #26 holding.
Cahill Financial Advisors first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 8 quarters since.
403 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.