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Cauble & Harre Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Cauble & Harre 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 		$780K Hold
15,400
– – 0.63% 37
2026
Q1 		$774K Sell
15,400
-8,400
-35% -$426K 0.62% 37
2025
Q4 		$1.21M Buy
+23,800
New +$1.2M 1.01% 26

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

Cauble & Harre Wealth Management's JMUB Position: Q2 2026 in Review

Cauble & Harre Wealth Management held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 15,400 shares worth $780K. The position accounts for 0.63% of the portfolio, ranked #37.

Cauble & Harre Wealth Management first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Cauble & Harre Wealth Management held 15,400 shares of JPMorgan Municipal ETF worth $780K as of Q2 2026.
  • Cauble & Harre Wealth Management left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
  • JPMorgan Municipal ETF made up 0.63% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Cauble & Harre Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's JPMorgan Municipal ETF position peaked at $1.21M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.