Forvis Mazars Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Forvis Mazars Wealth 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 Q2	$63.6M	Sell	1,255,802 -12,830	-1%	-$646K	1.06%	15
2026 Q1	$63.4M	Buy	1,268,632 +38,093	+3%	+$1.93M	1.2%	14
2025 Q4	$62.1M	Buy	1,230,539 +45,588	+4%	+$2.31M	1.17%	15
2025 Q3	$59.8M	Buy	1,184,951 +123,953	+12%	+$6.16M	1.19%	15
2025 Q2	$52.7M	Buy	1,060,998 +125,209	+13%	+$6.19M	1.14%	14
2025 Q1	$46.8M	Buy	935,789 +11,008	+1%	+$553K	1.12%	13
2024 Q4	$46.4M	Buy	924,781 +81,180	+10%	+$4.11M	1.07%	17
2024 Q3	$43.3M	Buy	843,601 +72,458	+9%	+$3.69M	0.99%	21
2024 Q2	$38.8M	Buy	771,143 +43,953	+6%	+$2.21M	0.97%	21
2024 Q1	$36.9M	Buy	727,190 +209,487	+40%	+$10.6M	0.94%	21
2023 Q4	$26.4M	Buy	517,703 +146,528	+39%	+$7.21M	0.73%	24
2023 Q3	$18M	Buy	371,175 +65,498	+21%	+$3.25M	0.54%	35
2023 Q2	$15.4M	Buy	305,677 +93,907	+44%	+$4.73M	0.45%	39
2023 Q1	$10.7M	Buy	+211,770	New	+$10.7M	0.35%	51

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

Forvis Mazars Wealth Advisors's JMUB Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 1% in Q2 2026, selling an estimated $646K and leaving 1,255,802 shares worth $63.6M. The position accounts for 1.06% of the portfolio, ranked #15.

Forvis Mazars Wealth Advisors first reported a position in JMUB in Q1 2023 and has held it in 14 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Forvis Mazars Wealth Advisors held 1,255,802 shares of JPMorgan Municipal ETF worth $63.6M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 12,830 JPMorgan Municipal ETF shares in Q2 2026, an estimated $646K.
JPMorgan Municipal ETF made up 1.06% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Forvis Mazars Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 14 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.