Centerline Wealth Advisors
JMUB icon

Centerline Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Centerline Wealth Advisors’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
Q3 		$2.27M Buy
47,629
+26,971
+131% +$1.33M 0.71% 32
2026
Q2 		$1.05M Buy
20,658
+8,126
+65% +$409K 0.33% 42
2026
Q1 		$626K Sell
12,532
-2,686
-18% -$136K 0.23% 46
2025
Q4 		$769K Buy
+15,218
New +$770K 0.28% 37

Other funds holding JMUB

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Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Centerline Wealth Advisors's JMUB Position: Q3 2026 in Review

Centerline Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 131% in Q3 2026, buying an estimated $1.33M and bringing the position to 47,629 shares worth $2.27M. The position accounts for 0.71% of the portfolio, ranked #32.

Centerline Wealth Advisors first reported a position in JMUB in Q4 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Centerline Wealth Advisors held 47,629 shares of JPMorgan Municipal ETF worth $2.27M as of Q3 2026.
  • Centerline Wealth Advisors bought 26,971 JPMorgan Municipal ETF shares in Q3 2026, an estimated $1.33M.
  • JPMorgan Municipal ETF made up 0.71% of Centerline Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Centerline Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Centerline Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.