CA
JMUB icon

CGN Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

CGN 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
Q2 		$17.5M Sell
345,172
-6,309
-2% -$318K 1.28% 15
2026
Q1 		$17.6M Sell
351,481
-1,218
-0.3% -$61.8K 1.39% 14
2025
Q4 		$17.8M Buy
352,699
+12,070
+4% +$611K 1.41% 14
2025
Q3 		$17.2M Buy
340,629
+55,649
+20% +$2.76M 1.41% 14
2025
Q2 		$14.1M Buy
284,980
+56,709
+25% +$2.8M 1.26% 16
2025
Q1 		$11.4M Sell
228,271
-13,801
-6% -$694K 1.12% 18
2024
Q4 		$12.1M Sell
242,072
-28,743
-11% -$1.46M 1.18% 20
2024
Q3 		$13.9M Buy
270,815
+81,668
+43% +$4.16M 1.4% 15
2024
Q2 		$9.53M Buy
189,147
+56,485
+43% +$2.84M 1.11% 20
2024
Q1 		$6.73M Buy
132,662
+83,676
+171% +$4.25M 0.85% 26
2023
Q4 		$2.5M Sell
48,986
-24,353
-33% -$1.2M 0.35% 77
2023
Q3 		$3.55M Sell
73,339
-8,418
-10% -$418K 0.48% 49
2023
Q2 		$4.11M Buy
81,757
+4,484
+6% +$226K 0.59% 44
2023
Q1 		$3.91M Buy
77,273
+5,045
+7% +$254K 0.62% 42
2022
Q4 		$3.59M Buy
72,228
+14,367
+25% +$704K 0.63% 39
2022
Q3 		$2.8M Buy
57,861
+19,653
+51% +$986K 0.7% 39
2022
Q2 		$1.91M Buy
38,208
+6,264
+20% +$314K 0.54% 46
2022
Q1 		$1.64M Sell
31,944
-7,674
-19% -$408K 0.41% 62
2021
Q4 		$2.17M Buy
39,618
+5,626
+17% +$309K 0.57% 49
2021
Q3 		$1.87M Buy
33,992
+1,814
+6% +$101K 0.61% 48
2021
Q2 		$1.78M Buy
32,178
+3,685
+13% +$203K 0.56% 49
2021
Q1 		$1.55M Buy
28,493
+1,699
+6% +$93.3K 0.56% 48
2020
Q4 		$1.48M Buy
+26,794
New +$1.46M 0.59% 45

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

CGN Advisors's JMUB Position: Q2 2026 in Review

CGN Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 1.8% in Q2 2026, selling an estimated $318K and leaving 345,172 shares worth $17.5M. The position accounts for 1.28% of the portfolio, ranked #15.

CGN Advisors first reported a position in JMUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.8M in Q4 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • CGN Advisors held 345,172 shares of JPMorgan Municipal ETF worth $17.5M as of Q2 2026.
  • CGN Advisors sold 6,309 JPMorgan Municipal ETF shares in Q2 2026, an estimated $318K.
  • JPMorgan Municipal ETF made up 1.28% of CGN Advisors's portfolio in Q2 2026, its #15 holding.
  • CGN Advisors first reported a position in JPMorgan Municipal ETF in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's JPMorgan Municipal ETF position peaked at $17.8M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.