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Capital Investment Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Capital Investment Advisory Services’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 		$128K Buy
2,531
+158
+7% +$7.96K 0.01% 772
2026
Q1 		$119K Buy
2,373
+59
+3% +$2.99K 0.01% 705
2025
Q4 		$117K Buy
+2,314
New +$117K 0.01% 681

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Capital Investment Advisory Services's JMUB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its JPMorgan Municipal ETF (JMUB) stake by 6.7% in Q2 2026, buying an estimated $7.96K and bringing the position to 2,531 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #772.

Capital Investment Advisory Services first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Capital Investment Advisory Services held 2,531 shares of JPMorgan Municipal ETF worth $128K as of Q2 2026.
  • Capital Investment Advisory Services bought 158 JPMorgan Municipal ETF shares in Q2 2026, an estimated $7.96K.
  • JPMorgan Municipal ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #772 holding.
  • Capital Investment Advisory Services first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.