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Concurrent Investment Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Concurrent Investment Advisors’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 		$1.41M Sell
27,749
-342
-1% -$17.2K 0.01% 852
2026
Q1 		$1.4M Buy
28,091
+20,945
+293% +$1.06M 0.02% 734
2025
Q4 		$361K Buy
+7,146
New +$362K ﹤0.01% 1293

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's JMUB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 1.2% in Q2 2026, selling an estimated $17.2K and leaving 27,749 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #852.

Concurrent Investment Advisors first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Concurrent Investment Advisors held 27,749 shares of JPMorgan Municipal ETF worth $1.41M as of Q2 2026.
  • Concurrent Investment Advisors sold 342 JPMorgan Municipal ETF shares in Q2 2026, an estimated $17.2K.
  • JPMorgan Municipal ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #852 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.