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Cyndeo Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Cyndeo Wealth Partners’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 		$297K Buy
5,873
+1,644
+39% +$82.8K 0.01% 435
2026
Q1 		$211K Sell
4,229
-33,974
-89% -$1.72M 0.01% 463
2025
Q4 		$1.93M Buy
+38,203
New +$1.93M 0.1% 170

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.96% 1-Year Est. Return

Cyndeo Wealth Partners's JMUB Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 39% in Q2 2026, buying an estimated $82.8K and bringing the position to 5,873 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #435.

Cyndeo Wealth Partners first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q4 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Cyndeo Wealth Partners held 5,873 shares of JPMorgan Municipal ETF worth $297K as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,644 JPMorgan Municipal ETF shares in Q2 2026, an estimated $82.8K.
  • JPMorgan Municipal ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #435 holding.
  • Cyndeo Wealth Partners first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Cyndeo Wealth Partners's JPMorgan Municipal ETF position peaked at $1.93M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.