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 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

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

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's JMUB Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its JPMorgan Municipal ETF (JMUB) stake by 0.91% in Q2 2026, buying an estimated $21.2K and bringing the position to 46,940 shares worth $2.38M. The position accounts for 0.98% of the portfolio, ranked #17.

Higgins & Schmidt Wealth Strategies first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.6M in Q4 2025. 260 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 46,940 shares of JPMorgan Municipal ETF worth $2.38M as of Q2 2026.
Higgins & Schmidt Wealth Strategies bought 422 JPMorgan Municipal ETF shares in Q2 2026, an estimated $21.2K.
JPMorgan Municipal ETF made up 0.98% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #17 holding.
Higgins & Schmidt Wealth Strategies first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Higgins & Schmidt Wealth Strategies's JPMorgan Municipal ETF position peaked at $2.6M in Q4 2025.
260 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.