IAG Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

IAG Wealth Partners’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	$20.3M	Sell	400,095 -13,115	-3%	-$660K	2.01%	19
2026 Q1	$20.7M	Buy	413,210 +10,488	+3%	+$532K	2.31%	15
2025 Q4	$20.3M	Buy	402,722 +14,590	+4%	+$738K	2.35%	15
2025 Q3	$19.6M	Buy	388,132 +61,664	+19%	+$3.06M	2.35%	15
2025 Q2	$16.2M	Buy	326,468 +20,779	+7%	+$1.03M	2.14%	16
2025 Q1	$15.3M	Buy	305,689 +10,380	+4%	+$522K	2.38%	15
2024 Q4	$14.8M	Sell	295,309 -1,006	-0.3%	-$50.9K	2.61%	12
2024 Q3	$15.2M	Sell	296,315 -1,796	-0.6%	-$91.4K	2.81%	11
2024 Q2	$15M	Buy	298,111 +11,624	+4%	+$585K	3.02%	11
2024 Q1	$14.5M	Buy	286,487 +1,483	+0.5%	+$75.3K	3.12%	11
2023 Q4	$14.5M	Buy	+285,004	New	+$14M	3.31%	10
2022 Q4	–	Sell	-184	Closed	-$9K	–	470
2022 Q3	$9K	Buy	+184	New	+$9.23K	﹤0.01%	285

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IAG Wealth Partners's JMUB Position: Q2 2026 in Review

IAG Wealth Partners reduced its JPMorgan Municipal ETF (JMUB) stake by 3.2% in Q2 2026, selling an estimated $660K and leaving 400,095 shares worth $20.3M. The position accounts for 2.01% of the portfolio, ranked #19.

IAG Wealth Partners first reported a position in JMUB in Q3 2022 and has held it in 12 quarters since. The position peaked at $20.7M in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

IAG Wealth Partners held 400,095 shares of JPMorgan Municipal ETF worth $20.3M as of Q2 2026.
IAG Wealth Partners sold 13,115 JPMorgan Municipal ETF shares in Q2 2026, an estimated $660K.
JPMorgan Municipal ETF made up 2.01% of IAG Wealth Partners's portfolio in Q2 2026, its #19 holding.
IAG Wealth Partners first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 12 quarters since.
IAG Wealth Partners's JPMorgan Municipal ETF position peaked at $20.7M in Q1 2026.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.