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

Daymark 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 		$4.43M Buy
87,510
+16,251
+23% +$818K 0.11% 151
2026
Q1 		$3.56M Buy
71,259
+15,508
+28% +$786K 0.11% 150
2025
Q4 		$2.82M Buy
55,751
+17,404
+45% +$881K 0.09% 164
2025
Q3 		$1.94M Buy
38,347
+228
+0.6% +$11.3K 0.07% 193
2025
Q2 		$1.89M Buy
38,119
+1,197
+3% +$59.1K 0.07% 185
2025
Q1 		$1.85M Buy
36,922
+4,618
+14% +$232K 0.08% 176
2024
Q4 		$1.62M Buy
32,304
+2,664
+9% +$135K 0.07% 184
2024
Q3 		$1.52M Buy
29,640
+9,411
+47% +$479K 0.06% 190
2024
Q2 		$1.02M Buy
20,229
+9,559
+90% +$481K 0.05% 233
2024
Q1 		$541K Buy
+10,670
New +$542K 0.03% 257

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

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

Daymark Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 23% in Q2 2026, buying an estimated $818K and bringing the position to 87,510 shares worth $4.43M. The position accounts for 0.11% of the portfolio, ranked #151.

Daymark Wealth Partners first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Daymark Wealth Partners held 87,510 shares of JPMorgan Municipal ETF worth $4.43M as of Q2 2026.
  • Daymark Wealth Partners bought 16,251 JPMorgan Municipal ETF shares in Q2 2026, an estimated $818K.
  • JPMorgan Municipal ETF made up 0.11% of Daymark Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • Daymark Wealth Partners first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.