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Cassaday & Co Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Cassaday & Co Wealth Management’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 		$90.8K Sell
1,792
-386
-18% -$19.4K ﹤0.01% 503
2026
Q1 		$109K Buy
+2,178
New +$110K ﹤0.01% 439

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

Cassaday & Co Wealth Management's JMUB Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 18% in Q2 2026, selling an estimated $19.4K and leaving 1,792 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Cassaday & Co Wealth Management first reported a position in JMUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $109K in Q1 2026. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,792 shares of JPMorgan Municipal ETF worth $90.8K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 386 JPMorgan Municipal ETF shares in Q2 2026, an estimated $19.4K.
  • JPMorgan Municipal ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #503 holding.
  • Cassaday & Co Wealth Management first reported a position in JPMorgan Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's JPMorgan Municipal ETF position peaked at $109K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.