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Cary Street Partners Investment Advisory’s JPMorgan Municipal ETF JMUB Stock Holding History

Cary Street Partners Investment Advisory’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 		$115K Sell
2,276
-2,450
-52% -$123K 0.02% 479
2026
Q1 		$236K Sell
4,726
-175
-4% -$8.87K 0.06% 317
2025
Q4 		$248K Buy
4,901
+534
+12% +$27K 0.07% 287
2025
Q3 		$220K Buy
4,367
+2,858
+189% +$142K 0.09% 246
2025
Q2 		$74.9K Buy
1,509
+15
+1% +$741 0.04% 358
2025
Q1 		$74.7K Sell
1,494
-116
-7% -$5.83K 0.04% 329
2024
Q4 		$80.7K Sell
1,610
-8,971
-85% -$454K 0.05% 278
2024
Q3 		$542K Hold
10,581
– – 0.02% 480
2024
Q2 		$533K Hold
10,581
– – 0.02% 458
2024
Q1 		$537K Buy
10,581
+1,381
+15% +$70.1K 0.02% 448
2023
Q4 		$469K Sell
9,200
-7,000
-43% -$344K 0.02% 436
2023
Q3 		$784K Buy
16,200
+5,000
+45% +$248K 0.04% 332
2023
Q2 		$563K Buy
11,200
+5,000
+81% +$252K 0.04% 338
2023
Q1 		$314K Hold
6,200
– – 0.02% 399
2022
Q4 		$308K Buy
6,200
+1,000
+19% +$49K 0.02% 395
2022
Q3 		$252K Buy
+5,200
New +$261K 0.02% 411

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return

Cary Street Partners Investment Advisory's JMUB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its JPMorgan Municipal ETF (JMUB) stake by 52% in Q2 2026, selling an estimated $123K and leaving 2,276 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #479.

Cary Street Partners Investment Advisory first reported a position in JMUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $784K in Q3 2023. 403 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,276 shares of JPMorgan Municipal ETF worth $115K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 2,450 JPMorgan Municipal ETF shares in Q2 2026, an estimated $123K.
  • JPMorgan Municipal ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #479 holding.
  • Cary Street Partners Investment Advisory first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 16 quarters since.
  • Cary Street Partners Investment Advisory's JPMorgan Municipal ETF position peaked at $784K in Q3 2023.
  • 403 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.