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Collective Family Office’s JPMorgan Municipal ETF JMUB Stock Holding History

Collective Family Office’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 		$36.9M Buy
728,056
+5,631
+0.8% +$283K 7.54% 1
2026
Q1 		$36.1M Buy
722,425
+11,107
+2% +$563K 8.13% 1
2025
Q4 		$35.9M Buy
711,318
+85,153
+14% +$4.31M 8.24% 1
2025
Q3 		$31.6M Buy
626,165
+53,685
+9% +$2.67M 7.59% 1
2025
Q2 		$28.4M Sell
572,480
-730
-0.1% -$36.1K 7.3% 1
2025
Q1 		$28.7M Buy
573,210
+68,626
+14% +$3.45M 7.75% 1
2024
Q4 		$25.3M Buy
504,584
+50,451
+11% +$2.55M 6.94% 1
2024
Q3 		$23.3M Buy
454,133
+51,611
+13% +$2.63M 6.32% 1
2024
Q2 		$20.3M Buy
402,522
+44,263
+12% +$2.23M 5.96% 1
2024
Q1 		$18.2M Buy
358,259
+116,469
+48% +$5.91M 5.9% 1
2023
Q4 		$12.3M Buy
241,790
+138,801
+135% +$6.83M 4.33% 1
2023
Q3 		$4.98M Buy
102,989
+89,744
+678% +$4.45M 1.94% 16
2023
Q2 		$665K Buy
13,245
+252
+2% +$12.7K 0.26% 82
2023
Q1 		$658K Buy
+12,993
New +$654K 0.27% 82
2022
Q4 		– Sell
-47,982
Closed -$2.32M – 177
2022
Q3 		$2.32M Buy
+47,982
New +$2.41M 1.16% 26
2022
Q2 		– Sell
-15,587
Closed -$802K – 191
2022
Q1 		$802K Sell
15,587
-5,621
-27% -$299K 0.31% 89
2021
Q4 		$1.16M Sell
21,208
-1,439
-6% -$79K 0.46% 62
2021
Q3 		$1.25M Buy
22,647
+251
+1% +$13.9K 0.54% 48
2021
Q2 		$1.24M Sell
22,396
-7,728
-26% -$426K 0.53% 50
2021
Q1 		$1.64M Buy
30,124
+417
+1% +$22.9K 0.8% 36
2020
Q4 		$1.64M Buy
+29,707
New +$1.62M 0.91% 30

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

Collective Family Office's JMUB Position: Q2 2026 in Review

Collective Family Office increased its JPMorgan Municipal ETF (JMUB) stake by 0.78% in Q2 2026, buying an estimated $283K and bringing the position to 728,056 shares worth $36.9M. The position accounts for 7.54% of the portfolio, ranked #1.

Collective Family Office first reported a position in JMUB in Q4 2020 and has held it in 21 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Collective Family Office held 728,056 shares of JPMorgan Municipal ETF worth $36.9M as of Q2 2026.
  • Collective Family Office bought 5,631 JPMorgan Municipal ETF shares in Q2 2026, an estimated $283K.
  • JPMorgan Municipal ETF made up 7.54% of Collective Family Office's portfolio in Q2 2026, its #1 holding.
  • Collective Family Office first reported a position in JPMorgan Municipal ETF in Q4 2020 and has held it in 21 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.