Capital Advisors Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Capital Advisors Wealth Management’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 Q3	$2.47M	Sell	51,840 -24,247	-32%	-$1.2M	0.28%	63
2026 Q2	$3.85M	Buy	76,087 +3,805	+5%	+$192K	0.45%	48
2026 Q1	$3.61M	Buy	72,282 +22,314	+45%	+$1.13M	0.49%	46
2025 Q4	$2.52M	Buy	49,968 +14,980	+43%	+$758K	0.34%	59
2025 Q3	$1.77M	Buy	34,988 +18,329	+110%	+$911K	0.25%	62
2025 Q2	$827K	Sell	16,659 -582	-3%	-$28.7K	0.13%	80
2025 Q1	$862K	Buy	17,241 +2,280	+15%	+$115K	0.15%	74
2024 Q4	$750K	Sell	14,961 -1,582	-10%	-$80.1K	0.13%	75
2024 Q3	$848K	Buy	16,543 +2,089	+14%	+$106K	0.16%	72
2024 Q2	$728K	Buy	14,454 +2,276	+19%	+$114K	0.14%	70
2024 Q1	$618K	Buy	12,178 +3,274	+37%	+$166K	0.13%	75
2023 Q4	$454K	Buy	+8,904	New	+$438K	0.1%	86
2023 Q3	–	Sell	-4,003	Closed	-$201K	–	142
2023 Q2	$201K	Buy	+4,003	New	+$201K	0.05%	130

Other funds holding JMUB

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Capital Advisors Wealth Management's JMUB Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 32% in Q3 2026, selling an estimated $1.2M and leaving 51,840 shares worth $2.47M. The position accounts for 0.28% of the portfolio, ranked #63.

Capital Advisors Wealth Management first reported a position in JMUB in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.85M in Q2 2026. 29 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Capital Advisors Wealth Management held 51,840 shares of JPMorgan Municipal ETF worth $2.47M as of Q3 2026.
Capital Advisors Wealth Management sold 24,247 JPMorgan Municipal ETF shares in Q3 2026, an estimated $1.2M.
JPMorgan Municipal ETF made up 0.28% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #63 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 13 quarters since.
Capital Advisors Wealth Management's JPMorgan Municipal ETF position peaked at $3.85M in Q2 2026.
29 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.