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 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

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

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

Gentry Private Wealth opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2026: 4,189 shares worth $212K. The stake represents 0.11% of the portfolio and ranks #107 among its holdings. This is a return to the name: Gentry Private Wealth previously reported a position in JMUB as recently as Q3 2025.

Gentry Private Wealth first reported a position in JMUB in Q4 2024 and has held it in 5 quarters since. The position peaked at $351K in Q1 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Gentry Private Wealth held 4,189 shares of JPMorgan Municipal ETF worth $212K as of Q2 2026.
JPMorgan Municipal ETF was a new Gentry Private Wealth position in Q2 2026.
JPMorgan Municipal ETF made up 0.11% of Gentry Private Wealth's portfolio in Q2 2026, its #107 holding.
Gentry Private Wealth first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 5 quarters since.
Gentry Private Wealth's JPMorgan Municipal ETF position peaked at $351K in Q1 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.