Helen Stephens Group
JMUB icon

Helen Stephens Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Helen Stephens Group’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 		$11.7M Sell
246,045
-58,102
-19% -$2.87M 1.87% 12
2026
Q2 		$15.4M Buy
304,147
+71,956
+31% +$3.62M 2.62% 9
2026
Q1 		$11.6M Sell
232,191
-123,727
-35% -$6.27M 2.32% 10
2025
Q4 		$18M Buy
355,918
+34,931
+11% +$1.77M 3.77% 9
2025
Q3 		$16.2M Buy
320,987
+9,572
+3% +$476K 3.6% 9
2025
Q2 		$15.5M Buy
311,415
+55,924
+22% +$2.76M 3.84% 9
2025
Q1 		$12.8M Buy
255,491
+5,562
+2% +$280K 3.62% 9
2024
Q4 		$12.5M Buy
249,929
+52,224
+26% +$2.64M 3.71% 9
2024
Q3 		$10.1M Buy
197,705
+26,221
+15% +$1.33M 3.08% 9
2024
Q2 		$8.64M Sell
171,484
-7,916
-4% -$398K 2.99% 9
2024
Q1 		$9.1M Buy
179,400
+8,374
+5% +$425K 3.51% 8
2023
Q4 		$8.72M Buy
171,026
+4,019
+2% +$198K 3.91% 8
2023
Q3 		$8.08M Sell
167,007
-1,222
-0.7% -$60.6K 4.18% 8
2023
Q2 		$8.45M Buy
168,229
+15,029
+10% +$756K 4.27% 9
2023
Q1 		$7.76M Buy
153,200
+12,503
+9% +$629K 4.03% 9
2022
Q4 		$6.99M Buy
140,697
+65,972
+88% +$3.23M 4.17% 8
2022
Q3 		$3.62M Buy
74,725
+10,745
+17% +$539K 2.54% 13
2022
Q2 		$3.19M Buy
63,980
+56,050
+707% +$2.81M 2.27% 12
2022
Q1 		$408K Buy
+7,930
New +$421K 0.28% 39

Other funds holding JMUB

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
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 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
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Helen Stephens Group's JMUB Position: Q3 2026 in Review

Helen Stephens Group reduced its JPMorgan Municipal ETF (JMUB) stake by 19% in Q3 2026, selling an estimated $2.87M and leaving 246,045 shares worth $11.7M. The position accounts for 1.87% of the portfolio, ranked #12.

Helen Stephens Group first reported a position in JMUB in Q1 2022 and has held it in 19 quarters since. The position peaked at $18M in Q4 2025. 228 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Helen Stephens Group held 246,045 shares of JPMorgan Municipal ETF worth $11.7M as of Q3 2026.
  • Helen Stephens Group sold 58,102 JPMorgan Municipal ETF shares in Q3 2026, an estimated $2.87M.
  • JPMorgan Municipal ETF made up 1.87% of Helen Stephens Group's portfolio in Q3 2026, its #12 holding.
  • Helen Stephens Group first reported a position in JPMorgan Municipal ETF in Q1 2022 and has held it in 19 quarters since.
  • Helen Stephens Group's JPMorgan Municipal ETF position peaked at $18M in Q4 2025.
  • 228 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.