Genesis Private Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Genesis Private 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 Q3	$340K	Buy	7,146 +161	+2%	+$7.96K	0.1%	120
2026 Q2	$354K	Buy	6,985 +227	+3%	+$11.4K	0.1%	113
2026 Q1	$338K	Buy	6,758 +179	+3%	+$9.08K	0.11%	111
2025 Q4	$332K	Buy	6,579 +15	+0.2%	+$759	0.1%	114
2025 Q3	$331K	Buy	6,564 +1,378	+27%	+$68.5K	0.14%	87
2025 Q2	$257K	Buy	5,186 +644	+14%	+$31.8K	0.12%	113
2025 Q1	$227K	Buy	+4,542	New	+$228K	0.12%	125

Other funds holding JMUB

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Genesis Private Wealth's JMUB Position: Q3 2026 in Review

Genesis Private Wealth increased its JPMorgan Municipal ETF (JMUB) stake by 2.3% in Q3 2026, buying an estimated $7.96K and bringing the position to 7,146 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #120.

Genesis Private Wealth first reported a position in JMUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $354K in Q2 2026. 257 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Genesis Private Wealth held 7,146 shares of JPMorgan Municipal ETF worth $340K as of Q3 2026.
Genesis Private Wealth bought 161 JPMorgan Municipal ETF shares in Q3 2026, an estimated $7.96K.
JPMorgan Municipal ETF made up 0.1% of Genesis Private Wealth's portfolio in Q3 2026, its #120 holding.
Genesis Private Wealth first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 7 quarters since.
Genesis Private Wealth's JPMorgan Municipal ETF position peaked at $354K in Q2 2026.
257 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.