Gentry Private Wealth
JMUB icon

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

Gentry 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 		– Sell
-4,189
Closed -$212K – 105
2026
Q2 		$212K Buy
+4,189
New +$211K 0.11% 107
2025
Q4 		– Sell
-5,444
Closed -$275K – 101
2025
Q3 		$275K Sell
5,444
-659
-11% -$32.7K 0.19% 80
2025
Q2 		$303K Sell
6,103
-911
-13% -$45K 0.23% 77
2025
Q1 		$351K Buy
7,014
+798
+13% +$40.1K 0.29% 73
2024
Q4 		$312K Buy
+6,216
New +$315K 1.3% 22

Other funds holding JMUB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

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

Gentry Private Wealth sold out of JPMorgan Municipal ETF (JMUB) in Q3 2026, closing a stake of 4,189 shares — an estimated $212K sold.

Gentry Private Wealth first reported a position in JMUB in Q4 2024 and held it in 5 quarters. The position peaked at $351K in Q1 2025. 467 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Gentry Private Wealth reported no remaining JPMorgan Municipal ETF position as of Q3 2026 after selling out during the quarter.
  • Gentry Private Wealth sold 4,189 JPMorgan Municipal ETF shares in Q3 2026, an estimated $212K.
  • Gentry Private Wealth first reported a position in JPMorgan Municipal ETF in Q4 2024 and held it in 5 quarters.
  • Gentry Private Wealth's JPMorgan Municipal ETF position peaked at $351K in Q1 2025.
  • 467 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Gentry Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.