CF
JMUB icon

Carter Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Carter Financial’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 		$1.65M Buy
32,518
+6,859
+27% +$345K 1.24% 10
2026
Q1 		$1.28M Buy
25,659
+10,744
+72% +$545K 1.12% 11
2025
Q4 		$753K Buy
+14,915
New +$755K 0.66% 12

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

Carter Financial's JMUB Position: Q2 2026 in Review

Carter Financial increased its JPMorgan Municipal ETF (JMUB) stake by 27% in Q2 2026, buying an estimated $345K and bringing the position to 32,518 shares worth $1.65M. The position accounts for 1.24% of the portfolio, ranked #10.

Carter Financial first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Carter Financial held 32,518 shares of JPMorgan Municipal ETF worth $1.65M as of Q2 2026.
  • Carter Financial bought 6,859 JPMorgan Municipal ETF shares in Q2 2026, an estimated $345K.
  • JPMorgan Municipal ETF made up 1.24% of Carter Financial's portfolio in Q2 2026, its #10 holding.
  • Carter Financial first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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