Clearwater Capital Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Clearwater Capital 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	$25.3M	Buy	500,367 +19,938	+4%	+$1M	1.86%	16
2026 Q1	$24M	Buy	480,429 +111,139	+30%	+$5.63M	1.94%	17
2025 Q4	$18.6M	Buy	369,290 +252,933	+217%	+$12.8M	1.55%	17
2025 Q3	$5.87M	Buy	116,357 +22,085	+23%	+$1.1M	0.5%	36
2025 Q2	$4.68M	Buy	94,272 +6,055	+7%	+$299K	0.43%	37
2025 Q1	$4.41M	Buy	88,217 +14,341	+19%	+$721K	0.43%	37
2024 Q4	$3.7M	Sell	73,876 -656	-0.9%	-$33.2K	0.36%	42
2024 Q3	$3.82M	Buy	74,532 +4,857	+7%	+$247K	0.37%	41
2024 Q2	$3.51M	Buy	69,675 +7,585	+12%	+$382K	0.37%	42
2024 Q1	$3.15M	Buy	62,090 +28,763	+86%	+$1.46M	0.34%	45
2023 Q4	$1.7M	Buy	+33,327	New	+$1.64M	0.19%	56

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

Clearwater Capital Advisors's JMUB Position: Q2 2026 in Review

Clearwater Capital Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 4.2% in Q2 2026, buying an estimated $1M and bringing the position to 500,367 shares worth $25.3M. The position accounts for 1.86% of the portfolio, ranked #16.

Clearwater Capital Advisors first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Clearwater Capital Advisors held 500,367 shares of JPMorgan Municipal ETF worth $25.3M as of Q2 2026.
Clearwater Capital Advisors bought 19,938 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1M.
JPMorgan Municipal ETF made up 1.86% of Clearwater Capital Advisors's portfolio in Q2 2026, its #16 holding.
Clearwater Capital Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.