Cornerstone Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Cornerstone Wealth Management’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	$10.6M	Buy	209,551 +11,694	+6%	+$589K	0.46%	53
2026 Q1	$9.89M	Buy	197,857 +3,052	+2%	+$155K	0.49%	50
2025 Q4	$9.84M	Buy	194,805 +6,934	+4%	+$351K	0.51%	45
2025 Q3	$9.48M	Buy	187,871 +4,607	+3%	+$229K	0.52%	42
2025 Q2	$9.1M	Buy	183,264 +10,944	+6%	+$541K	0.55%	40
2025 Q1	$8.62M	Buy	172,320 +2,092	+1%	+$105K	0.58%	39
2024 Q4	$8.54M	Buy	170,228 +9,911	+6%	+$502K	0.58%	37
2024 Q3	$8.22M	Buy	160,317 +16,443	+11%	+$837K	0.58%	39
2024 Q2	$7.25M	Buy	143,874 +6,264	+5%	+$315K	0.56%	40
2024 Q1	$6.98M	Buy	137,610 +8,009	+6%	+$407K	0.57%	40
2023 Q4	$6.6M	Buy	129,601 +5,618	+5%	+$276K	0.57%	35
2023 Q3	$6M	Buy	123,983 +477	+0.4%	+$23.7K	0.57%	38
2023 Q2	$6.2M	Buy	123,506 +11,301	+10%	+$569K	0.55%	40
2023 Q1	$5.68M	Buy	+112,205	New	+$5.65M	0.56%	39

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

Cornerstone Wealth Management's JMUB Position: Q2 2026 in Review

Cornerstone Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 5.9% in Q2 2026, buying an estimated $589K and bringing the position to 209,551 shares worth $10.6M. The position accounts for 0.46% of the portfolio, ranked #53.

Cornerstone Wealth Management first reported a position in JMUB in Q1 2023 and has held it in 14 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Cornerstone Wealth Management held 209,551 shares of JPMorgan Municipal ETF worth $10.6M as of Q2 2026.
Cornerstone Wealth Management bought 11,694 JPMorgan Municipal ETF shares in Q2 2026, an estimated $589K.
JPMorgan Municipal ETF made up 0.46% of Cornerstone Wealth Management's portfolio in Q2 2026, its #53 holding.
Cornerstone Wealth Management first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 14 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.