Calton & Associates’s JPMorgan Municipal ETF JMUB Stock Holding History

Calton & Associates’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	$428K	Sell	8,445 -97	-1%	-$4.88K	0.06%	251
2026 Q1	$427K	Buy	8,542 +2	+0%	+$101	0.06%	259
2025 Q4	$431K	Buy	8,540 +270	+3%	+$13.7K	0.06%	263
2025 Q3	$417K	Hold	8,270	–	–	0.06%	266
2025 Q2	$411K	Sell	8,270 -1,980	-19%	-$97.8K	0.07%	235
2025 Q1	$513K	Buy	+10,250	New	+$515K	0.12%	166

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

Calton & Associates's JMUB Position: Q2 2026 in Review

Calton & Associates reduced its JPMorgan Municipal ETF (JMUB) stake by 1.1% in Q2 2026, selling an estimated $4.88K and leaving 8,445 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #251.

Calton & Associates first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $513K in Q1 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Calton & Associates held 8,445 shares of JPMorgan Municipal ETF worth $428K as of Q2 2026.
Calton & Associates sold 97 JPMorgan Municipal ETF shares in Q2 2026, an estimated $4.88K.
JPMorgan Municipal ETF made up 0.06% of Calton & Associates's portfolio in Q2 2026, its #251 holding.
Calton & Associates first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
Calton & Associates's JPMorgan Municipal ETF position peaked at $513K in Q1 2025.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.