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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

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

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. 511 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.
  • 511 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.