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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
Q2 		$354K Buy
6,985
+227
+3% +$11.4K 0.1% 113
2026
Q1 		$338K Buy
6,758
+179
+3% +$9.07K 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Genesis Private Wealth's JMUB Position: Q2 2026 in Review

Genesis Private Wealth increased its JPMorgan Municipal ETF (JMUB) stake by 3.4% in Q2 2026, buying an estimated $11.4K and bringing the position to 6,985 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #113.

Genesis Private Wealth first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Genesis Private Wealth held 6,985 shares of JPMorgan Municipal ETF worth $354K as of Q2 2026.
  • Genesis Private Wealth bought 227 JPMorgan Municipal ETF shares in Q2 2026, an estimated $11.4K.
  • JPMorgan Municipal ETF made up 0.1% of Genesis Private Wealth's portfolio in Q2 2026, its #113 holding.
  • Genesis Private Wealth first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
  • 116 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.