GIA
JMUB icon

Goodwin Investment Advisory’s JPMorgan Municipal ETF JMUB Stock Holding History

Goodwin Investment Advisory’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
-5,912
Closed -$296K – 30
2026
Q1 		$296K Buy
5,912
+115
+2% +$5.83K 0.35% 21
2025
Q4 		$293K Hold
5,797
– – 0.32% 20
2025
Q3 		$293K Buy
+5,797
New +$288K 0.31% 20
2025
Q1 		– Sell
-36,356
Closed -$1.82M – 32
2024
Q4 		$1.82M Buy
+36,356
New +$1.84M 0.95% 16

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goodwin Investment Advisory's JMUB Position: Q2 2026 in Review

Goodwin Investment Advisory sold out of JPMorgan Municipal ETF (JMUB) in Q2 2026, closing a stake of 5,912 shares — an estimated $296K sold.

Goodwin Investment Advisory first reported a position in JMUB in Q4 2024 and held it in 4 quarters. The position peaked at $1.82M in Q4 2024. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Goodwin Investment Advisory reported no remaining JPMorgan Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Goodwin Investment Advisory sold 5,912 JPMorgan Municipal ETF shares in Q2 2026, an estimated $296K.
  • Goodwin Investment Advisory first reported a position in JPMorgan Municipal ETF in Q4 2024 and held it in 4 quarters.
  • Goodwin Investment Advisory's JPMorgan Municipal ETF position peaked at $1.82M in Q4 2024.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.