Global Financial Private Client
JMUB icon

Global Financial Private Client’s JPMorgan Municipal ETF JMUB Stock Holding History

Global Financial Private Client’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 		$361K Sell
7,585
-1,105
-13% -$54.7K 0.1% 190
2026
Q2 		$440K Hold
8,690
– – 0.12% 179
2026
Q1 		$434K Sell
8,690
-100
-1% -$5.07K 0.14% 166
2025
Q4 		$444K Sell
8,790
-66
-0.7% -$3.34K 0.16% 155
2025
Q3 		$447K Buy
8,856
+350
+4% +$17.4K 0.16% 156
2025
Q2 		$422K Sell
8,506
-650
-7% -$32.1K 0.16% 154
2025
Q1 		$458K Sell
9,156
-874
-9% -$43.9K 0.17% 133
2024
Q4 		$503K Sell
10,030
-2,136
-18% -$108K 0.19% 132
2024
Q3 		$624K Sell
12,166
-155
-1% -$7.89K 0.24% 110
2024
Q2 		$621K Buy
+12,321
New +$620K 0.26% 105

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Global Financial Private Client's JMUB Position: Q3 2026 in Review

Global Financial Private Client reduced its JPMorgan Municipal ETF (JMUB) stake by 13% in Q3 2026, selling an estimated $54.7K and leaving 7,585 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #190.

Global Financial Private Client first reported a position in JMUB in Q2 2024 and has held it in 10 quarters since. The position peaked at $624K in Q3 2024. 332 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Global Financial Private Client held 7,585 shares of JPMorgan Municipal ETF worth $361K as of Q3 2026.
  • Global Financial Private Client sold 1,105 JPMorgan Municipal ETF shares in Q3 2026, an estimated $54.7K.
  • JPMorgan Municipal ETF made up 0.1% of Global Financial Private Client's portfolio in Q3 2026, its #190 holding.
  • Global Financial Private Client first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 10 quarters since.
  • Global Financial Private Client's JPMorgan Municipal ETF position peaked at $624K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.