Forum Private Client Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Forum Private Client 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	$1.22M	Buy	24,044 +456	+2%	+$23K	0.36%	32
2026 Q1	$1.18M	Buy	23,588 +4,281	+22%	+$217K	0.39%	31
2025 Q4	$975K	Buy	19,307 +356	+2%	+$18K	0.33%	34
2025 Q3	$956K	Buy	18,951 +2,055	+12%	+$102K	0.34%	33
2025 Q2	$839K	Buy	16,896 +2,088	+14%	+$103K	0.32%	35
2025 Q1	$740K	Buy	14,808 +259	+2%	+$13K	0.32%	36
2024 Q4	$730K	Buy	14,549 +5,672	+64%	+$287K	0.32%	37
2024 Q3	$455K	Buy	8,877 +24	+0.3%	+$1.22K	0.2%	48
2024 Q2	$446K	Buy	8,853 +1,798	+25%	+$90.4K	0.21%	45
2024 Q1	$358K	Buy	+7,055	New	+$358K	0.17%	55

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 22.96% 1-Year Est. Return

Forum Private Client Group's JMUB Position: Q2 2026 in Review

Forum Private Client Group increased its JPMorgan Municipal ETF (JMUB) stake by 1.9% in Q2 2026, buying an estimated $23K and bringing the position to 24,044 shares worth $1.22M. The position accounts for 0.36% of the portfolio, ranked #32.

Forum Private Client Group first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Forum Private Client Group held 24,044 shares of JPMorgan Municipal ETF worth $1.22M as of Q2 2026.
Forum Private Client Group bought 456 JPMorgan Municipal ETF shares in Q2 2026, an estimated $23K.
JPMorgan Municipal ETF made up 0.36% of Forum Private Client Group's portfolio in Q2 2026, its #32 holding.
Forum Private Client Group first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.