CLA (CliftonLarsonAllen) Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

CLA (CliftonLarsonAllen) 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 Q2	$3.37M	Sell	66,594 -217	-0.3%	-$10.9K	0.04%	124
2026 Q1	$3.34M	Buy	66,811 +22,433	+51%	+$1.14M	0.05%	113
2025 Q4	$2.24M	Buy	44,378 +1,246	+3%	+$63K	0.03%	125
2025 Q3	$2.18M	Buy	43,132 +13,779	+47%	+$685K	0.03%	126
2025 Q2	$1.46M	Buy	+29,353	New	+$1.45M	0.02%	147

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CLA (CliftonLarsonAllen) Wealth Advisors's JMUB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 0.32% in Q2 2026, selling an estimated $10.9K and leaving 66,594 shares worth $3.37M. The position accounts for 0.04% of the portfolio, ranked #124.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 66,594 shares of JPMorgan Municipal ETF worth $3.37M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 217 JPMorgan Municipal ETF shares in Q2 2026, an estimated $10.9K.
JPMorgan Municipal ETF made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #124 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.