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

Choice 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	$434K	Hold	9,131	–	–	0.15%	30
2026 Q2	$463K	Hold	9,131	–	–	0.16%	28
2026 Q1	$456K	Hold	9,131	–	–	0.18%	28
2025 Q4	$461K	Sell	9,131 -2,969	-25%	-$150K	0.18%	25
2025 Q3	$611K	Hold	12,100	–	–	0.26%	24
2025 Q2	$601K	Buy	+12,100	New	+$598K	0.27%	23
2024 Q1	–	Sell	-25,676	Closed	-$1.31M	–	28
2023 Q4	$1.31M	Buy	+25,676	New	+$1.26M	0.81%	18
2023 Q1	–	Sell	-42,458	Closed	-$2.11M	–	25
2022 Q4	$2.11M	Buy	+42,458	New	+$2.08M	1.58%	15

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

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

Choice Wealth Advisors held its JPMorgan Municipal ETF (JMUB) position steady in Q3 2026 at 9,131 shares worth $434K. The position accounts for 0.15% of the portfolio, ranked #30.

Choice Wealth Advisors first reported a position in JMUB in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.11M in Q4 2022. 109 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Choice Wealth Advisors held 9,131 shares of JPMorgan Municipal ETF worth $434K as of Q3 2026.
Choice Wealth Advisors left its JPMorgan Municipal ETF share count unchanged in Q3 2026.
JPMorgan Municipal ETF made up 0.15% of Choice Wealth Advisors's portfolio in Q3 2026, its #30 holding.
Choice Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 8 quarters since.
Choice Wealth Advisors's JPMorgan Municipal ETF position peaked at $2.11M in Q4 2022.
109 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.