Dynamic Advisor Solutions
JMUB icon

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
Q3 		– Sell
-6,222
Closed -$315K – 1078
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Dynamic Advisor Solutions's JMUB Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of JPMorgan Municipal ETF (JMUB) in Q3 2026, closing a stake of 6,222 shares — an estimated $315K sold.

Dynamic Advisor Solutions first reported a position in JMUB in Q3 2021 and held it in 13 quarters. The position peaked at $770K in Q3 2024. 158 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining JPMorgan Municipal ETF position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,222 JPMorgan Municipal ETF shares in Q3 2026, an estimated $315K.
  • Dynamic Advisor Solutions first reported a position in JPMorgan Municipal ETF in Q3 2021 and held it in 13 quarters.
  • Dynamic Advisor Solutions's JPMorgan Municipal ETF position peaked at $770K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.