Fourth Dimension Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Fourth Dimension Wealth’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	$15.7K	Buy	310 +1	+0.3%	+$50	0.01%	415
2026 Q1	$15.4K	Buy	309 +1	+0.3%	+$51	0.01%	361
2025 Q4	$15.6K	Sell	308 -27	-8%	-$1.37K	0.01%	363
2025 Q3	$16.9K	Sell	335 -27	-7%	-$1.34K	0.01%	354
2025 Q2	$18K	Hold	362	–	–	0.01%	341
2025 Q1	$18.1K	Sell	362 -123	-25%	-$6.18K	0.01%	326
2024 Q4	$24.3K	Buy	+485	New	+$24.6K	0.01%	300

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

Fourth Dimension Wealth's JMUB Position: Q2 2026 in Review

Fourth Dimension Wealth increased its JPMorgan Municipal ETF (JMUB) stake by 0.32% in Q2 2026, buying an estimated $50 and bringing the position to 310 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #415.

Fourth Dimension Wealth first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.3K in Q4 2024. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Fourth Dimension Wealth held 310 shares of JPMorgan Municipal ETF worth $15.7K as of Q2 2026.
Fourth Dimension Wealth bought 1 JPMorgan Municipal ETF share in Q2 2026, an estimated $50.
JPMorgan Municipal ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #415 holding.
Fourth Dimension Wealth first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's JPMorgan Municipal ETF position peaked at $24.3K in Q4 2024.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.