Geneos Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Geneos Wealth Management’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	$255K	Buy	5,039 +3	+0.1%	+$151	0.01%	918
2026 Q1	$252K	Buy	5,036 +4	+0.1%	+$203	0.01%	888
2025 Q4	$254K	Buy	5,032 +1,434	+40%	+$72.6K	0.01%	853
2025 Q3	$182K	Hold	3,598	–	–	﹤0.01%	931
2025 Q2	$179K	Hold	3,598	–	–	﹤0.01%	1036
2025 Q1	$180K	Sell	3,598 -1,000	-22%	-$50.3K	0.01%	948
2024 Q4	$231K	Sell	4,598 -1,000	-18%	-$50.6K	0.01%	794
2024 Q3	$287K	Hold	5,598	–	–	0.01%	673
2024 Q2	$282K	Buy	+5,598	New	+$282K	0.01%	616

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

Geneos Wealth Management's JMUB Position: Q2 2026 in Review

Geneos Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 0.06% in Q2 2026, buying an estimated $151 and bringing the position to 5,039 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #918.

Geneos Wealth Management first reported a position in JMUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $287K in Q3 2024. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Geneos Wealth Management held 5,039 shares of JPMorgan Municipal ETF worth $255K as of Q2 2026.
Geneos Wealth Management bought 3 JPMorgan Municipal ETF shares in Q2 2026, an estimated $151.
JPMorgan Municipal ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #918 holding.
Geneos Wealth Management first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Geneos Wealth Management's JPMorgan Municipal ETF position peaked at $287K in Q3 2024.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.