Higgins & Schmidt Wealth Strategies’s JPMorgan Municipal ETF JMUB Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$835K	Sell	17,540 -29,400	-63%	-$1.45M	0.34%	35
2026 Q2	$2.38M	Buy	46,940 +422	+0.9%	+$21.2K	0.98%	17
2026 Q1	$2.33M	Sell	46,518 -4,876	-9%	-$247K	1.06%	17
2025 Q4	$2.6M	Buy	51,394 +5,735	+13%	+$290K	1.23%	16
2025 Q3	$2.3M	Buy	45,659 +6,835	+18%	+$340K	1.16%	16
2025 Q2	$1.93M	Buy	38,824 +12,834	+49%	+$634K	1.07%	16
2025 Q1	$1.3M	Buy	25,990 +15,524	+148%	+$780K	0.77%	21
2024 Q4	$525K	Buy	+10,466	New	+$530K	0.33%	29

Other funds holding JMUB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's JMUB Position: Q3 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its JPMorgan Municipal ETF (JMUB) stake by 63% in Q3 2026, selling an estimated $1.45M and leaving 17,540 shares worth $835K. The position accounts for 0.34% of the portfolio, ranked #35.

Higgins & Schmidt Wealth Strategies first reported a position in JMUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.6M in Q4 2025. 310 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Higgins & Schmidt Wealth Strategies held 17,540 shares of JPMorgan Municipal ETF worth $835K as of Q3 2026.
Higgins & Schmidt Wealth Strategies sold 29,400 JPMorgan Municipal ETF shares in Q3 2026, an estimated $1.45M.
JPMorgan Municipal ETF made up 0.34% of Higgins & Schmidt Wealth Strategies's portfolio in Q3 2026, its #35 holding.
Higgins & Schmidt Wealth Strategies first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 8 quarters since.
Higgins & Schmidt Wealth Strategies's JPMorgan Municipal ETF position peaked at $2.6M in Q4 2025.
310 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q3 2026, filed 26 Oct 2026.