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Financial Strategies Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Financial Strategies Group’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 		$778K Buy
15,536
+884
+6% +$44.5K 0.12% 65
2026
Q1 		$741K Sell
14,652
-25
-0.2% -$1.27K 0.12% 66
2025
Q4 		$743K Buy
14,677
+257
+2% +$13K 0.13% 65
2025
Q3 		$730K Sell
14,420
-75
-0.5% -$3.73K 0.14% 63
2025
Q2 		$716K Buy
14,495
+3,334
+30% +$165K 0.15% 61
2025
Q1 		$547K Sell
11,161
-73
-0.6% -$3.67K 0.13% 64
2024
Q4 		$560K Buy
11,234
+975
+10% +$49.4K 0.13% 57
2024
Q3 		$521K Sell
10,259
-276
-3% -$14K 0.12% 54
2024
Q2 		$532K Sell
10,535
-76
-0.7% -$3.82K 0.13% 51
2024
Q1 		$534K Buy
10,611
+4,613
+77% +$234K 0.14% 51
2023
Q4 		$303K Sell
5,998
-37
-0.6% -$1.82K 0.09% 67
2023
Q3 		$290K Buy
6,035
+968
+19% +$48K 0.09% 66
2023
Q2 		$255K Buy
5,067
+61
+1% +$3.07K 0.08% 70
2023
Q1 		$253K Sell
5,006
-75
-1% -$3.77K 0.1% 71
2022
Q4 		$252K Sell
5,081
-1,984
-28% -$97.3K 0.1% 73
2022
Q3 		$342K Buy
7,065
+1,342
+23% +$67.3K 0.16% 61
2022
Q2 		$286K Buy
+5,723
New +$287K 0.12% 71
2021
Q1 		– Sell
-5,125
Closed -$282K – 73
2020
Q4 		$282K Buy
+5,125
New +$280K 0.16% 54

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

Financial Strategies Group's JMUB Position: Q2 2026 in Review

Financial Strategies Group increased its JPMorgan Municipal ETF (JMUB) stake by 6% in Q2 2026, buying an estimated $44.5K and bringing the position to 15,536 shares worth $778K. The position accounts for 0.12% of the portfolio, ranked #65.

Financial Strategies Group first reported a position in JMUB in Q4 2020 and has held it in 18 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Financial Strategies Group held 15,536 shares of JPMorgan Municipal ETF worth $778K as of Q2 2026.
  • Financial Strategies Group bought 884 JPMorgan Municipal ETF shares in Q2 2026, an estimated $44.5K.
  • JPMorgan Municipal ETF made up 0.12% of Financial Strategies Group's portfolio in Q2 2026, its #65 holding.
  • Financial Strategies Group first reported a position in JPMorgan Municipal ETF in Q4 2020 and has held it in 18 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.