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Collaborative Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Collaborative Wealth Management’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 		$1.01M Buy
19,848
+748
+4% +$37.7K 0.42% 39
2026
Q1 		$955K Sell
19,100
-145
-0.8% -$7.35K 0.44% 40
2025
Q4 		$972K Buy
19,245
+189
+1% +$9.56K 0.34% 66
2025
Q3 		$962K Buy
19,056
+2,422
+15% +$120K 0.39% 56
2025
Q2 		$826K Buy
16,634
+1,432
+9% +$70.7K 0.36% 58
2025
Q1 		$760K Buy
15,202
+3,377
+29% +$170K 0.36% 56
2024
Q4 		$593K Sell
11,825
-1,241
-9% -$62.8K 0.27% 77
2024
Q3 		$670K Buy
13,066
+1,904
+17% +$96.9K 0.3% 73
2024
Q2 		$562K Buy
11,162
+851
+8% +$42.8K 0.27% 79
2024
Q1 		$523K Buy
10,311
+4,197
+69% +$213K 0.26% 86
2023
Q4 		$312K Buy
6,114
+1,125
+23% +$55.3K 0.17% 116
2023
Q3 		$241K Buy
+4,989
New +$248K 0.14% 140

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

Collaborative Wealth Management's JMUB Position: Q2 2026 in Review

Collaborative Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 3.9% in Q2 2026, buying an estimated $37.7K and bringing the position to 19,848 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #39.

Collaborative Wealth Management first reported a position in JMUB in Q3 2023 and has held it in 12 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Collaborative Wealth Management held 19,848 shares of JPMorgan Municipal ETF worth $1.01M as of Q2 2026.
  • Collaborative Wealth Management bought 748 JPMorgan Municipal ETF shares in Q2 2026, an estimated $37.7K.
  • JPMorgan Municipal ETF made up 0.42% of Collaborative Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Collaborative Wealth Management first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 12 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.