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 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

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

Commonwealth Financial Services's JMUB Position: Q2 2026 in Review

Commonwealth Financial Services reduced its JPMorgan Municipal ETF (JMUB) stake by 34% in Q2 2026, selling an estimated $246K and leaving 9,581 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #147.

Commonwealth Financial Services first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $933K in Q1 2024. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Commonwealth Financial Services held 9,581 shares of JPMorgan Municipal ETF worth $485K as of Q2 2026.
Commonwealth Financial Services sold 4,890 JPMorgan Municipal ETF shares in Q2 2026, an estimated $246K.
JPMorgan Municipal ETF made up 0.07% of Commonwealth Financial Services's portfolio in Q2 2026, its #147 holding.
Commonwealth Financial Services first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Financial Services's JPMorgan Municipal ETF position peaked at $933K in Q1 2024.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.