Golden State Equity Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Golden State Equity Partners’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	–	Sell	-45,486	Closed	-$2.27M	–	1073
2026 Q1	$2.27M	Buy	45,486 +32,087	+239%	+$1.63M	0.17%	133
2025 Q4	$677K	Sell	13,399 -5,746	-30%	-$291K	0.11%	212
2025 Q3	$966K	Sell	19,145 -14	-0.1%	-$695	0.16%	155
2025 Q2	$951K	Buy	19,159 +871	+5%	+$43K	0.18%	145
2025 Q1	$914K	Buy	18,288 +594	+3%	+$29.9K	0.18%	144
2024 Q4	$887K	Sell	17,694 -15,862	-47%	-$803K	0.17%	149
2024 Q3	$1.72M	Buy	33,556 +16,618	+98%	+$846K	0.27%	84
2024 Q2	$853K	Buy	+16,938	New	+$852K	0.18%	131
2023 Q4	$751K	Buy	14,734 +1,492	+11%	+$73.4K	0.18%	126
2023 Q3	$641K	Buy	+13,242	New	+$657K	0.18%	141

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

Golden State Equity Partners's JMUB Position: Q2 2026 in Review

Golden State Equity Partners sold out of JPMorgan Municipal ETF (JMUB) in Q2 2026, closing a stake of 45,486 shares — an estimated $2.27M sold.

Golden State Equity Partners first reported a position in JMUB in Q3 2023 and held it in 10 quarters. The position peaked at $2.27M in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Golden State Equity Partners reported no remaining JPMorgan Municipal ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 45,486 JPMorgan Municipal ETF shares in Q2 2026, an estimated $2.27M.
Golden State Equity Partners first reported a position in JPMorgan Municipal ETF in Q3 2023 and held it in 10 quarters.
Golden State Equity Partners's JPMorgan Municipal ETF position peaked at $2.27M in Q1 2026.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.