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Evergreen Wealth Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History

Evergreen Wealth 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 		$2.43M Buy
48,681
+32,670
+204% +$1.64M 0.13% 120
2026
Q1 		$800K Buy
16,011
+2,683
+20% +$136K 0.06% 189
2025
Q4 		$673K Buy
+13,328
New +$674K 0.09% 103

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evergreen Wealth Solutions's JMUB Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its JPMorgan Municipal ETF (JMUB) stake by 204% in Q2 2026, buying an estimated $1.64M and bringing the position to 48,681 shares worth $2.43M. The position accounts for 0.13% of the portfolio, ranked #120.

Evergreen Wealth Solutions first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Evergreen Wealth Solutions held 48,681 shares of JPMorgan Municipal ETF worth $2.43M as of Q2 2026.
  • Evergreen Wealth Solutions bought 32,670 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.64M.
  • JPMorgan Municipal ETF made up 0.13% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #120 holding.
  • Evergreen Wealth Solutions first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.