Golden State Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Golden State Wealth Management’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	$1.81M	Buy	35,693 +2,231	+7%	+$112K	0.16%	126
2026 Q1	$1.67M	Buy	33,462 +1,568	+5%	+$79.5K	0.18%	111
2025 Q4	$1.61M	Buy	31,894 +13	+0%	+$658	0.17%	105
2025 Q3	$1.61M	Buy	31,881 +1,006	+3%	+$50K	0.18%	99
2025 Q2	$1.53M	Buy	30,875 +3,423	+12%	+$169K	0.19%	103
2025 Q1	$1.37M	Buy	27,452 +2,616	+11%	+$131K	0.2%	94
2024 Q4	$1.25M	Buy	+24,836	New	+$1.26M	0.19%	96

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 Wealth Management's JMUB Position: Q2 2026 in Review

Golden State Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 6.7% in Q2 2026, buying an estimated $112K and bringing the position to 35,693 shares worth $1.81M. The position accounts for 0.16% of the portfolio, ranked #126.

Golden State Wealth Management first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Golden State Wealth Management held 35,693 shares of JPMorgan Municipal ETF worth $1.81M as of Q2 2026.
Golden State Wealth Management bought 2,231 JPMorgan Municipal ETF shares in Q2 2026, an estimated $112K.
JPMorgan Municipal ETF made up 0.16% of Golden State Wealth Management's portfolio in Q2 2026, its #126 holding.
Golden State Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.