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Clarity Retirement & Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Clarity Retirement & Wealth’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 		$628K Buy
12,403
+694
+6% +$34.9K 0.43% 23
2026
Q1 		$585K Buy
+11,709
New +$594K 0.47% 22

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

Clarity Retirement & Wealth's JMUB Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its JPMorgan Municipal ETF (JMUB) stake by 5.9% in Q2 2026, buying an estimated $34.9K and bringing the position to 12,403 shares worth $628K. The position accounts for 0.43% of the portfolio, ranked #23.

Clarity Retirement & Wealth first reported a position in JMUB in Q1 2026 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Clarity Retirement & Wealth held 12,403 shares of JPMorgan Municipal ETF worth $628K as of Q2 2026.
  • Clarity Retirement & Wealth bought 694 JPMorgan Municipal ETF shares in Q2 2026, an estimated $34.9K.
  • JPMorgan Municipal ETF made up 0.43% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #23 holding.
  • Clarity Retirement & Wealth first reported a position in JPMorgan Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.