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Compass Wealth Management (Georgia)’s JPMorgan Municipal ETF JMUB Stock Holding History

Compass Wealth Management (Georgia)’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 		$924K Buy
18,239
+103
+0.6% +$5.19K 0.37% 39
2026
Q1 		$907K Sell
18,136
-38
-0.2% -$1.93K 0.39% 33
2025
Q4 		$918K Buy
18,174
+2,105
+13% +$107K 0.38% 36
2025
Q3 		$811K Buy
16,069
+93
+0.6% +$4.62K 0.36% 37
2025
Q2 		$793K Buy
+15,976
New +$789K 0.42% 34

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
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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
CTA
Clear Trail Advisors Houston, Texas $655M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Compass Wealth Management (Georgia)'s JMUB Position: Q2 2026 in Review

Compass Wealth Management (Georgia) increased its JPMorgan Municipal ETF (JMUB) stake by 0.57% in Q2 2026, buying an estimated $5.19K and bringing the position to 18,239 shares worth $924K. The position accounts for 0.37% of the portfolio, ranked #39.

Compass Wealth Management (Georgia) first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Compass Wealth Management (Georgia) held 18,239 shares of JPMorgan Municipal ETF worth $924K as of Q2 2026.
  • Compass Wealth Management (Georgia) bought 103 JPMorgan Municipal ETF shares in Q2 2026, an estimated $5.19K.
  • JPMorgan Municipal ETF made up 0.37% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #39 holding.
  • Compass Wealth Management (Georgia) first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.