Commonwealth Financial Services
JMUB icon

Commonwealth Financial Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Commonwealth Financial Services’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
Q3 		$347K Sell
7,302
-2,279
-24% -$113K 0.06% 161
2026
Q2 		$485K Sell
9,581
-4,890
-34% -$246K 0.07% 147
2026
Q1 		$723K Buy
14,471
+387
+3% +$19.6K 0.11% 99
2025
Q4 		$711K Buy
14,084
+344
+3% +$17.4K 0.12% 100
2025
Q3 		$693K Sell
13,740
-133
-1% -$6.61K 0.12% 97
2025
Q2 		$689K Sell
13,873
-763
-5% -$37.7K 0.13% 91
2025
Q1 		$732K Sell
14,636
-1,315
-8% -$66.1K 0.15% 92
2024
Q4 		$800K Buy
15,951
+79
+0.5% +$4K 0.16% 76
2024
Q3 		$813K Buy
15,872
+1,587
+11% +$80.8K 0.16% 75
2024
Q2 		$721K Sell
14,285
-4,023
-22% -$202K 0.15% 81
2024
Q1 		$933K Hold
18,308
– – 0.22% 61
2023
Q4 		$933K Buy
+18,308
New +$901K 0.22% 60

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1900 Wealth Management
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G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
OpenArc Corporate Advisory
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Sagespring Wealth Partners
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Commonwealth Financial Services's JMUB Position: Q3 2026 in Review

Commonwealth Financial Services reduced its JPMorgan Municipal ETF (JMUB) stake by 24% in Q3 2026, selling an estimated $113K and leaving 7,302 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #161.

Commonwealth Financial Services first reported a position in JMUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $933K in Q1 2024. 203 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Commonwealth Financial Services held 7,302 shares of JPMorgan Municipal ETF worth $347K as of Q3 2026.
  • Commonwealth Financial Services sold 2,279 JPMorgan Municipal ETF shares in Q3 2026, an estimated $113K.
  • JPMorgan Municipal ETF made up 0.06% of Commonwealth Financial Services's portfolio in Q3 2026, its #161 holding.
  • Commonwealth Financial Services first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 12 quarters since.
  • Commonwealth Financial Services's JPMorgan Municipal ETF position peaked at $933K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.