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D'Orazio & Associates’s JPMorgan Municipal ETF JMUB Stock Holding History

D'Orazio & Associates’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 		$758K Buy
14,961
+365
+3% +$18.4K 0.09% 95
2026
Q1 		$730K Buy
14,596
+285
+2% +$14.4K 0.09% 84
2025
Q4 		$723K Sell
14,311
-820
-5% -$41.5K 0.09% 79
2025
Q3 		$764K Buy
15,131
+6,320
+72% +$314K 0.1% 75
2025
Q2 		$437K Buy
8,811
+3,521
+67% +$174K 0.06% 118
2025
Q1 		$265K Sell
5,290
-940
-15% -$47.2K 0.04% 182
2024
Q4 		$312K Buy
6,230
+1,255
+25% +$63.5K 0.05% 149
2024
Q3 		$255K Buy
4,975
+308
+7% +$15.7K 0.04% 181
2024
Q2 		$235K Buy
+4,667
New +$235K 0.04% 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

D'Orazio & Associates's JMUB Position: Q2 2026 in Review

D'Orazio & Associates increased its JPMorgan Municipal ETF (JMUB) stake by 2.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 14,961 shares worth $758K. The position accounts for 0.09% of the portfolio, ranked #95.

D'Orazio & Associates first reported a position in JMUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $764K in Q3 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • D'Orazio & Associates held 14,961 shares of JPMorgan Municipal ETF worth $758K as of Q2 2026.
  • D'Orazio & Associates bought 365 JPMorgan Municipal ETF shares in Q2 2026, an estimated $18.4K.
  • JPMorgan Municipal ETF made up 0.09% of D'Orazio & Associates's portfolio in Q2 2026, its #95 holding.
  • D'Orazio & Associates first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 9 quarters since.
  • D'Orazio & Associates's JPMorgan Municipal ETF position peaked at $764K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.