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 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

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

Capital Advisors Wealth Management's JMUB Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 5.3% in Q2 2026, buying an estimated $192K and bringing the position to 76,087 shares worth $3.85M. The position accounts for 0.45% of the portfolio, ranked #48.

Capital Advisors Wealth Management first reported a position in JMUB in Q2 2023 and has held it in 12 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Capital Advisors Wealth Management held 76,087 shares of JPMorgan Municipal ETF worth $3.85M as of Q2 2026.
Capital Advisors Wealth Management bought 3,805 JPMorgan Municipal ETF shares in Q2 2026, an estimated $192K.
JPMorgan Municipal ETF made up 0.45% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #48 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 12 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.