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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
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 $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

Helen Stephens Group's JMUB Position: Q2 2026 in Review

Helen Stephens Group increased its JPMorgan Municipal ETF (JMUB) stake by 31% in Q2 2026, buying an estimated $3.62M and bringing the position to 304,147 shares worth $15.4M. The position accounts for 2.62% of the portfolio, ranked #9.

Helen Stephens Group first reported a position in JMUB in Q1 2022 and has held it in 18 quarters since. The position peaked at $18M in Q4 2025. 258 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Helen Stephens Group held 304,147 shares of JPMorgan Municipal ETF worth $15.4M as of Q2 2026.
  • Helen Stephens Group bought 71,956 JPMorgan Municipal ETF shares in Q2 2026, an estimated $3.62M.
  • JPMorgan Municipal ETF made up 2.62% of Helen Stephens Group's portfolio in Q2 2026, its #9 holding.
  • Helen Stephens Group first reported a position in JPMorgan Municipal ETF in Q1 2022 and has held it in 18 quarters since.
  • Helen Stephens Group's JPMorgan Municipal ETF position peaked at $18M in Q4 2025.
  • 258 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.