Creative Planning’s JPMorgan Municipal ETF JMUB Stock Holding History

Creative Planning’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	$905K	Sell	17,868 -873	-5%	-$44K	﹤0.01%	2723
2026 Q1	$937K	Buy	18,741 +9,608	+105%	+$487K	﹤0.01%	2521
2025 Q4	$461K	Buy	9,133 +4,966	+119%	+$251K	﹤0.01%	2918
2025 Q3	$210K	Sell	4,167 -5,692	-58%	-$283K	﹤0.01%	3441
2025 Q2	$489K	Buy	+9,859	New	+$487K	﹤0.01%	2491

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 22.9% 1-Year Est. Return

Creative Planning's JMUB Position: Q2 2026 in Review

Creative Planning reduced its JPMorgan Municipal ETF (JMUB) stake by 4.7% in Q2 2026, selling an estimated $44K and leaving 17,868 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

Creative Planning first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $937K in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Creative Planning held 17,868 shares of JPMorgan Municipal ETF worth $905K as of Q2 2026.
Creative Planning sold 873 JPMorgan Municipal ETF shares in Q2 2026, an estimated $44K.
JPMorgan Municipal ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2723 holding.
Creative Planning first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
Creative Planning's JPMorgan Municipal ETF position peaked at $937K in Q1 2026.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.