FWM
JMUB icon

FMA Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

FMA Wealth Management’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 		$3.44M Sell
67,919
-3,834
-5% -$193K 2.2% 17
2026
Q1 		$3.59M Sell
71,753
-1,074
-1% -$54.5K 2.39% 15
2025
Q4 		$3.68M Buy
72,827
+1,227
+2% +$62.1K 2.38% 15
2025
Q3 		$3.61M Buy
71,600
+2,948
+4% +$146K 2.48% 14
2025
Q2 		$3.41M Buy
68,652
+3,351
+5% +$166K 2.52% 14
2025
Q1 		$3.32M Buy
65,301
+323
+0.5% +$16.2K 2.55% 13
2024
Q4 		$3.26M Buy
64,978
+841
+1% +$42.6K 2.43% 14
2024
Q3 		$3.29M Buy
64,137
+6,213
+11% +$316K 2.39% 14
2024
Q2 		$2.92M Buy
57,924
+17,100
+42% +$860K 2.36% 14
2024
Q1 		$2.07M Buy
40,824
+8,015
+24% +$407K 1.72% 19
2023
Q4 		$1.67M Buy
+32,809
New +$1.61M 1.52% 20

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

FMA Wealth Management's JMUB Position: Q2 2026 in Review

FMA Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 5.3% in Q2 2026, selling an estimated $193K and leaving 67,919 shares worth $3.44M. The position accounts for 2.2% of the portfolio, ranked #17.

FMA Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.68M in Q4 2025. 84 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • FMA Wealth Management held 67,919 shares of JPMorgan Municipal ETF worth $3.44M as of Q2 2026.
  • FMA Wealth Management sold 3,834 JPMorgan Municipal ETF shares in Q2 2026, an estimated $193K.
  • JPMorgan Municipal ETF made up 2.2% of FMA Wealth Management's portfolio in Q2 2026, its #17 holding.
  • FMA Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • FMA Wealth Management's JPMorgan Municipal ETF position peaked at $3.68M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.