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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 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. 84 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.
  • 84 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.