EverSource Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

EverSource Wealth Advisors’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	$35.9K	Hold	709	–	–	﹤0.01%	2004
2026 Q1	$35.4K	Sell	709 -137	-16%	-$6.95K	﹤0.01%	2139
2025 Q4	$42.7K	Hold	846	–	–	﹤0.01%	1851
2025 Q3	$42.7K	Sell	846 -176	-17%	-$8.74K	﹤0.01%	1815
2025 Q2	$50.7K	Sell	1,022 -89	-8%	-$4.4K	﹤0.01%	1604
2025 Q1	$55.6K	Sell	1,111 -170	-13%	-$8.54K	﹤0.01%	1189
2024 Q4	$64.2K	Sell	1,281 -483	-27%	-$24.5K	﹤0.01%	1076
2024 Q3	$90.5K	Buy	1,764 +22	+1%	+$1.12K	0.01%	831
2024 Q2	$88.6K	Buy	1,742 +51	+3%	+$2.56K	0.01%	847
2024 Q1	$84.8K	Buy	+1,691	New	+$85.9K	0.01%	770

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 22.96% 1-Year Est. Return

EverSource Wealth Advisors's JMUB Position: Q2 2026 in Review

EverSource Wealth Advisors held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 709 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

EverSource Wealth Advisors first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $90.5K in Q3 2024. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

EverSource Wealth Advisors held 709 shares of JPMorgan Municipal ETF worth $35.9K as of Q2 2026.
EverSource Wealth Advisors left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
JPMorgan Municipal ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2004 holding.
EverSource Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's JPMorgan Municipal ETF position peaked at $90.5K in Q3 2024.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.