Elevated Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Elevated Financial Group’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	$3.77M	Buy	+79,147	New	+$3.91M	1.05%	21

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Elevated Financial Group's JMUB Position: Q3 2026 in Review

Elevated Financial Group opened a new position in JPMorgan Municipal ETF (JMUB) in Q3 2026: 79,147 shares worth $3.77M. The stake represents 1.05% of the portfolio and ranks #21 among its holdings.

96 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Elevated Financial Group held 79,147 shares of JPMorgan Municipal ETF worth $3.77M as of Q3 2026.
JPMorgan Municipal ETF was a new Elevated Financial Group position in Q3 2026.
JPMorgan Municipal ETF made up 1.05% of Elevated Financial Group's portfolio in Q3 2026, its #21 holding.
96 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Elevated Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.