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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 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. 90 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.
  • 90 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.