Fragasso Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Fragasso Financial 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	$7.74M	Buy	+162,620	New	+$8.04M	0.39%	26

Other funds holding JMUB

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Fragasso Financial Advisors's JMUB Position: Q3 2026 in Review

Fragasso Financial Advisors opened a new position in JPMorgan Municipal ETF (JMUB) in Q3 2026: 162,620 shares worth $7.74M. The stake represents 0.39% of the portfolio and ranks #26 among its holdings.

55 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Fragasso Financial Advisors held 162,620 shares of JPMorgan Municipal ETF worth $7.74M as of Q3 2026.
JPMorgan Municipal ETF was a new Fragasso Financial Advisors position in Q3 2026.
JPMorgan Municipal ETF made up 0.39% of Fragasso Financial Advisors's portfolio in Q3 2026, its #26 holding.
55 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Fragasso Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.