Dynamic Advisor Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History

Dynamic Advisor Solutions’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	$315K	Sell	6,222 -3,409	-35%	-$172K	0.01%	839
2026 Q1	$481K	Buy	9,631 +1,131	+13%	+$57.3K	0.02%	657
2025 Q4	$429K	Buy	8,500 +2,612	+44%	+$132K	0.01%	667
2025 Q3	$297K	Sell	5,888 -540	-8%	-$26.8K	0.01%	782
2025 Q2	$319K	Sell	6,428 -5,897	-48%	-$291K	0.01%	727
2025 Q1	$616K	Sell	12,325 -679	-5%	-$34.1K	0.02%	534
2024 Q4	$652K	Sell	13,004 -2,015	-13%	-$102K	0.03%	387
2024 Q3	$770K	Buy	15,019 +4,337	+41%	+$221K	0.02%	519
2024 Q2	$538K	Buy	10,682 +2,550	+31%	+$128K	0.02%	612
2024 Q1	$413K	Buy	+8,132	New	+$413K	0.01%	651
2022 Q2	–	Sell	-4,475	Closed	-$230K	–	738
2022 Q1	$230K	Hold	4,475	–	–	0.02%	642
2021 Q4	$245K	Hold	4,475	–	–	0.02%	628
2021 Q3	$246K	Buy	+4,475	New	+$248K	0.02%	634

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

Dynamic Advisor Solutions's JMUB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its JPMorgan Municipal ETF (JMUB) stake by 35% in Q2 2026, selling an estimated $172K and leaving 6,222 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #839.

Dynamic Advisor Solutions first reported a position in JMUB in Q3 2021 and has held it in 13 quarters since. The position peaked at $770K in Q3 2024. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Dynamic Advisor Solutions held 6,222 shares of JPMorgan Municipal ETF worth $315K as of Q2 2026.
Dynamic Advisor Solutions sold 3,409 JPMorgan Municipal ETF shares in Q2 2026, an estimated $172K.
JPMorgan Municipal ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #839 holding.
Dynamic Advisor Solutions first reported a position in JPMorgan Municipal ETF in Q3 2021 and has held it in 13 quarters since.
Dynamic Advisor Solutions's JPMorgan Municipal ETF position peaked at $770K in Q3 2024.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.