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Hartford Financial Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Hartford Financial 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 		$13M Sell
257,179
-27,302
-10% -$1.37M 2.91% 7
2026
Q1 		$14.2M Buy
284,481
+15,202
+6% +$771K 3.62% 5
2025
Q4 		$13.6M Buy
269,279
+67,369
+33% +$3.41M 3.53% 5
2025
Q3 		$10.2M Sell
201,910
-72,612
-26% -$3.61M 2.7% 7
2025
Q2 		$13.6M Sell
274,522
-19,321
-7% -$954K 3.73% 3
2025
Q1 		$14.7M Buy
293,843
+30,336
+12% +$1.52M 3.03% 3
2024
Q4 		$13.2M Buy
263,507
+30,749
+13% +$1.56M 2.71% 4
2024
Q3 		$11.9M Buy
232,758
+5,686
+3% +$289K 2.44% 6
2024
Q2 		$11.4M Buy
227,072
+22,667
+11% +$1.14M 2.45% 6
2024
Q1 		$10.4M Buy
204,405
+80,161
+65% +$4.07M 2.19% 8
2023
Q4 		$6.33M Buy
124,244
+97,676
+368% +$4.8M 1.43% 16
2023
Q3 		$1.29M Buy
26,568
+4,420
+20% +$219K 0.33% 94
2023
Q2 		$1.11M Buy
22,148
+1,161
+6% +$58.4K 0.27% 104
2023
Q1 		$1.06M Sell
20,987
-4,379
-17% -$220K 0.27% 109
2022
Q4 		$1.26M Buy
25,366
+4,015
+19% +$197K 0.33% 96
2022
Q3 		$1.03M Sell
21,351
-72
-0.3% -$3.61K 0.3% 99
2022
Q2 		$1.07M Buy
+21,423
New +$1.07M 0.3% 101

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hartford Financial Management's JMUB Position: Q2 2026 in Review

Hartford Financial Management reduced its JPMorgan Municipal ETF (JMUB) stake by 9.6% in Q2 2026, selling an estimated $1.37M and leaving 257,179 shares worth $13M. The position accounts for 2.91% of the portfolio, ranked #7.

Hartford Financial Management first reported a position in JMUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.7M in Q1 2025. 258 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Hartford Financial Management held 257,179 shares of JPMorgan Municipal ETF worth $13M as of Q2 2026.
  • Hartford Financial Management sold 27,302 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.37M.
  • JPMorgan Municipal ETF made up 2.91% of Hartford Financial Management's portfolio in Q2 2026, its #7 holding.
  • Hartford Financial Management first reported a position in JPMorgan Municipal ETF in Q2 2022 and has held it in 17 quarters since.
  • Hartford Financial Management's JPMorgan Municipal ETF position peaked at $14.7M in Q1 2025.
  • 258 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.