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

Cary Street Partners’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	$131K	Hold	2,584	–	–	﹤0.01%	977
2026 Q1	$129K	Hold	2,584	–	–	﹤0.01%	884
2025 Q4	$130K	Hold	2,584	–	–	﹤0.01%	883
2025 Q3	$130K	Buy	2,584 +3	+0.1%	+$149	﹤0.01%	843
2025 Q2	$128K	Hold	2,581	–	–	﹤0.01%	827
2025 Q1	$129K	Sell	2,581 -8,000	-76%	-$402K	﹤0.01%	790
2024 Q4	$531K	Buy	+10,581	New	+$536K	0.02%	502

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

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

Cary Street Partners held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 2,584 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Cary Street Partners first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q4 2024. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Cary Street Partners held 2,584 shares of JPMorgan Municipal ETF worth $131K as of Q2 2026.
Cary Street Partners left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
JPMorgan Municipal ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #977 holding.
Cary Street Partners first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's JPMorgan Municipal ETF position peaked at $531K in Q4 2024.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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