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

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

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. 511 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.
511 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.