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Farther Finance Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Farther Finance 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
Q3 		$8.02M Buy
168,474
+137,098
+437% +$6.78M 0.06% 305
2026
Q2 		$1.59M Sell
31,376
-94,558
-75% -$4.76M 0.01% 845
2026
Q1 		$6.3M Buy
125,934
+85,649
+213% +$4.34M 0.06% 285
2025
Q4 		$2.03M Buy
40,285
+12,181
+43% +$616K 0.02% 572
2025
Q3 		$1.42M Buy
28,104
+13,021
+86% +$647K 0.02% 580
2025
Q2 		$749K Buy
15,083
+1,054
+8% +$52.1K 0.02% 720
2025
Q1 		$702K Buy
14,029
+10,307
+277% +$518K 0.02% 643
2024
Q4 		$187K Sell
3,722
-2,748
-42% -$139K 0.01% 1015
2024
Q3 		$332K Buy
6,470
+1,972
+44% +$100K 0.01% 778
2024
Q2 		$226K Buy
4,498
+1,398
+45% +$70.3K 0.01% 797
2024
Q1 		$156K Hold
3,100
– – 0.01% 779
2023
Q4 		$158K Hold
3,100
– – 0.01% 635
2023
Q3 		$150K Hold
3,100
– – 0.02% 440
2023
Q2 		$156K Buy
+3,100
New +$156K 0.03% 355

Other funds holding JMUB

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors's JMUB Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 437% in Q3 2026, buying an estimated $6.78M and bringing the position to 168,474 shares worth $8.02M. The position accounts for 0.06% of the portfolio, ranked #305.

Farther Finance Advisors first reported a position in JMUB in Q2 2023 and has held it in 14 quarters since. 29 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Farther Finance Advisors held 168,474 shares of JPMorgan Municipal ETF worth $8.02M as of Q3 2026.
  • Farther Finance Advisors bought 137,098 JPMorgan Municipal ETF shares in Q3 2026, an estimated $6.78M.
  • JPMorgan Municipal ETF made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #305 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 14 quarters since.
  • 29 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.