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Essential Investment Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Essential Investment Partners’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 		$58K Hold
1,145
– – 0.05% 148
2026
Q1 		$57.2K Buy
1,145
+1,000
+690% +$50.7K 0.05% 139
2025
Q4 		$7.32K Buy
+145
New +$7.34K 0.01% 205

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CFO
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AFA
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AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 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
CTA
Clear Trail Advisors Houston, Texas $655M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM

Essential Investment Partners's JMUB Position: Q2 2026 in Review

Essential Investment Partners held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 1,145 shares worth $58K. The position accounts for 0.05% of the portfolio, ranked #148.

Essential Investment Partners first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Essential Investment Partners held 1,145 shares of JPMorgan Municipal ETF worth $58K as of Q2 2026.
  • Essential Investment Partners left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
  • JPMorgan Municipal ETF made up 0.05% of Essential Investment Partners's portfolio in Q2 2026, its #148 holding.
  • Essential Investment Partners first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.