Cerity Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Cerity 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	$399K	Sell	7,868 -46,611	-86%	-$2.35M	﹤0.01%	2579
2026 Q1	$2.72M	Buy	54,479 +6,661	+14%	+$338K	﹤0.01%	1310
2025 Q4	$2.41M	Buy	47,818 +6,039	+14%	+$306K	﹤0.01%	1292
2025 Q3	$2.11M	Buy	41,779 +2,487	+6%	+$124K	﹤0.01%	1273
2025 Q2	$1.95M	Buy	+39,292	New	+$1.94M	﹤0.01%	1230

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's JMUB Position: Q2 2026 in Review

Cerity Partners reduced its JPMorgan Municipal ETF (JMUB) stake by 86% in Q2 2026, selling an estimated $2.35M and leaving 7,868 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Cerity Partners first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.72M in Q1 2026. 498 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Cerity Partners held 7,868 shares of JPMorgan Municipal ETF worth $399K as of Q2 2026.
Cerity Partners sold 46,611 JPMorgan Municipal ETF shares in Q2 2026, an estimated $2.35M.
JPMorgan Municipal ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2579 holding.
Cerity Partners first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
Cerity Partners's JPMorgan Municipal ETF position peaked at $2.72M in Q1 2026.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.