Essex Financial Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Essex Financial Services’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	$412K	Buy	8,143 +2,168	+36%	+$109K	0.02%	543
2026 Q1	$299K	Sell	5,975 -100	-2%	-$5.07K	0.02%	616
2025 Q4	$307K	Sell	6,075 -10	-0.2%	-$506	0.02%	592
2025 Q3	$307K	Sell	6,085 -80	-1%	-$3.97K	0.02%	574
2025 Q2	$306K	Sell	6,165 -7,195	-54%	-$355K	0.02%	540
2025 Q1	$668K	Sell	13,360 -1,500	-10%	-$75.4K	0.05%	318
2024 Q4	$745K	Hold	14,860	–	–	0.05%	298
2024 Q3	$753K	Buy	14,860 +6,850	+86%	+$349K	0.05%	298
2024 Q2	$407K	Buy	8,010 +2,120	+36%	+$107K	0.03%	412
2024 Q1	$299K	Sell	5,890 -30	-0.5%	-$1.52K	0.03%	425
2023 Q4	$302K	Hold	5,920	–	–	0.03%	392
2023 Q3	$286K	Hold	5,920	–	–	0.03%	380
2023 Q2	$297K	Hold	5,920	–	–	0.03%	372
2023 Q1	$300K	Hold	5,920	–	–	0.03%	381
2022 Q4	$294K	Buy	+5,920	New	+$290K	0.03%	367

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 22.9% 1-Year Est. Return

Essex Financial Services's JMUB Position: Q2 2026 in Review

Essex Financial Services increased its JPMorgan Municipal ETF (JMUB) stake by 36% in Q2 2026, buying an estimated $109K and bringing the position to 8,143 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #543.

Essex Financial Services first reported a position in JMUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $753K in Q3 2024. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Essex Financial Services held 8,143 shares of JPMorgan Municipal ETF worth $412K as of Q2 2026.
Essex Financial Services bought 2,168 JPMorgan Municipal ETF shares in Q2 2026, an estimated $109K.
JPMorgan Municipal ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #543 holding.
Essex Financial Services first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 15 quarters since.
Essex Financial Services's JPMorgan Municipal ETF position peaked at $753K in Q3 2024.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.