Family Investment Center’s JPMorgan Municipal ETF JMUB Stock Holding History

Family Investment Center’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	$1.5M	Buy	29,648 +16,745	+130%	+$843K	0.25%	33
2026 Q1	$645K	Buy	12,903 +1,200	+10%	+$60.8K	0.12%	46
2025 Q4	$592K	Hold	11,703	–	–	0.12%	45
2025 Q3	$591K	Hold	11,703	–	–	0.12%	46
2025 Q2	$581K	Sell	11,703 -6,965	-37%	-$344K	0.13%	48
2025 Q1	$933K	Buy	18,668 +1,410	+8%	+$70.9K	0.23%	37
2024 Q4	$865K	Sell	17,258 -4,458	-21%	-$226K	0.22%	40
2024 Q3	$1.11M	Buy	21,716 +254	+1%	+$12.9K	0.28%	31
2024 Q2	$1.08M	Buy	21,462 +8,372	+64%	+$421K	0.32%	29
2024 Q1	$664K	Buy	13,090 +1,078	+9%	+$54.7K	0.21%	41
2023 Q4	$612K	Buy	+12,012	New	+$591K	0.31%	31

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

Family Investment Center's JMUB Position: Q2 2026 in Review

Family Investment Center increased its JPMorgan Municipal ETF (JMUB) stake by 130% in Q2 2026, buying an estimated $843K and bringing the position to 29,648 shares worth $1.5M. The position accounts for 0.25% of the portfolio, ranked #33.

Family Investment Center first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Family Investment Center held 29,648 shares of JPMorgan Municipal ETF worth $1.5M as of Q2 2026.
Family Investment Center bought 16,745 JPMorgan Municipal ETF shares in Q2 2026, an estimated $843K.
JPMorgan Municipal ETF made up 0.25% of Family Investment Center's portfolio in Q2 2026, its #33 holding.
Family Investment Center first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.