Clear Point Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Clear Point 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	$541K	Buy	+10,677	New	+$538K	0.48%	55
2026 Q1	–	Sell	-11,711	Closed	-$591K	–	108
2025 Q4	$591K	Sell	11,711 -3,063	-21%	-$155K	0.46%	63
2025 Q3	$746K	Sell	14,774 -1,298	-8%	-$64.5K	0.58%	50
2025 Q2	$798K	Sell	16,072 -4,271	-21%	-$211K	0.67%	40
2025 Q1	$1.02M	Sell	20,343 -346	-2%	-$17.4K	0.91%	33
2024 Q4	$1.04M	Sell	20,689 -3,148	-13%	-$159K	0.89%	31
2024 Q3	$1.22M	Buy	23,837 +1,258	+6%	+$64K	0.94%	23
2024 Q2	$1.14M	Sell	22,579 -494	-2%	-$24.8K	0.93%	24
2024 Q1	$1.14M	Sell	23,073 -2,394	-9%	-$122K	0.94%	26
2023 Q4	$1.29M	Buy	+25,467	New	+$1.25M	1.14%	17

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

Clear Point Advisors's JMUB Position: Q2 2026 in Review

Clear Point Advisors opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2026: 10,677 shares worth $541K. The stake represents 0.48% of the portfolio and ranks #55 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in JMUB as recently as Q4 2025.

Clear Point Advisors first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.29M in Q4 2023. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Clear Point Advisors held 10,677 shares of JPMorgan Municipal ETF worth $541K as of Q2 2026.
JPMorgan Municipal ETF was a new Clear Point Advisors position in Q2 2026.
JPMorgan Municipal ETF made up 0.48% of Clear Point Advisors's portfolio in Q2 2026, its #55 holding.
Clear Point Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's JPMorgan Municipal ETF position peaked at $1.29M in Q4 2023.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.