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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

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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. 108 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.
  • 108 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.