CAPTRUST Financial Advisors
JMUB icon

CAPTRUST Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

CAPTRUST Financial Advisors’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 		$76.6M Buy
1,512,748
+230,739
+18% +$11.6M 0.12% 152
2026
Q1 		$64.1M Buy
1,282,009
+69,089
+6% +$3.5M 0.11% 162
2025
Q4 		$61.3M Buy
1,212,920
+151,691
+14% +$7.67M 0.12% 158
2025
Q3 		$53.6M Buy
1,061,229
+838,165
+376% +$41.6M 0.11% 160
2025
Q2 		$11.1M Buy
+223,064
New +$11M 0.02% 441
2024
Q3 		– Sell
-4,260
Closed -$215K – 2328
2024
Q2 		$215K Buy
+4,260
New +$214K ﹤0.01% 1997

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors's JMUB Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 18% in Q2 2026, buying an estimated $11.6M and bringing the position to 1,512,748 shares worth $76.6M. The position accounts for 0.12% of the portfolio, ranked #152.

CAPTRUST Financial Advisors first reported a position in JMUB in Q2 2024 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,512,748 shares of JPMorgan Municipal ETF worth $76.6M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 230,739 JPMorgan Municipal ETF shares in Q2 2026, an estimated $11.6M.
  • JPMorgan Municipal ETF made up 0.12% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #152 holding.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 6 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.