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Caliber Wealth Management (Kansas)’s JPMorgan Municipal ETF JMUB Stock Holding History

Caliber Wealth Management (Kansas)’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 		$218K Buy
4,313
+6
+0.1% +$302 0.02% 280
2026
Q1 		$215K Buy
4,307
+5
+0.1% +$254 0.02% 257
2025
Q4 		$217K Sell
4,302
-1
-0% -$51 0.02% 248
2025
Q3 		$217K Buy
+4,303
New +$214K 0.02% 239

Other funds holding JMUB

Wealth Enhancement Advisory Services
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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s JMUB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its JPMorgan Municipal ETF (JMUB) stake by 0.14% in Q2 2026, buying an estimated $302 and bringing the position to 4,313 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #280.

Caliber Wealth Management (Kansas) first reported a position in JMUB in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 4,313 shares of JPMorgan Municipal ETF worth $218K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 6 JPMorgan Municipal ETF shares in Q2 2026, an estimated $302.
  • JPMorgan Municipal ETF made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #280 holding.
  • Caliber Wealth Management (Kansas) first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.