HWA
JMUB icon

Heritage Wealth Architects’s JPMorgan Municipal ETF JMUB Stock Holding History

Heritage Wealth Architects’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
-10,968
Closed -$551K – 73
2026
Q1 		$551K Sell
10,968
-133
-1% -$6.74K 0.23% 46
2025
Q4 		$563K Buy
+11,101
New +$562K 0.26% 43

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

Heritage Wealth Architects's JMUB Position: Q2 2026 in Review

Heritage Wealth Architects sold out of JPMorgan Municipal ETF (JMUB) in Q2 2026, closing a stake of 10,968 shares — an estimated $551K sold.

Heritage Wealth Architects first reported a position in JMUB in Q4 2025 and held it in 2 quarters. The position peaked at $563K in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Heritage Wealth Architects reported no remaining JPMorgan Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Architects sold 10,968 JPMorgan Municipal ETF shares in Q2 2026, an estimated $551K.
  • Heritage Wealth Architects first reported a position in JPMorgan Municipal ETF in Q4 2025 and held it in 2 quarters.
  • Heritage Wealth Architects's JPMorgan Municipal ETF position peaked at $563K in Q4 2025.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.