Forvis Mazars Wealth Advisors
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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
Q3 		$62.7M Buy
1,318,267
+62,465
+5% +$3.09M 1.03% 14
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Forvis Mazars Wealth Advisors's JMUB Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 5% in Q3 2026, buying an estimated $3.09M and bringing the position to 1,318,267 shares worth $62.7M. The position accounts for 1.03% of the portfolio, ranked #14.

Forvis Mazars Wealth Advisors first reported a position in JMUB in Q1 2023 and has held it in 15 quarters since. The position peaked at $63.6M in Q2 2026. 109 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 1,318,267 shares of JPMorgan Municipal ETF worth $62.7M as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 62,465 JPMorgan Municipal ETF shares in Q3 2026, an estimated $3.09M.
  • JPMorgan Municipal ETF made up 1.03% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • Forvis Mazars Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 15 quarters since.
  • Forvis Mazars Wealth Advisors's JPMorgan Municipal ETF position peaked at $63.6M in Q2 2026.
  • 109 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.