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IFP Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

IFP Advisors’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 		$1.39M Buy
27,435
+4,465
+19% +$225K 0.03% 611
2026
Q1 		$1.15M Buy
22,970
+2,815
+14% +$143K 0.02% 630
2025
Q4 		$1.02M Buy
20,155
+3,181
+19% +$161K 0.02% 653
2025
Q3 		$857K Buy
16,974
+2,223
+15% +$110K 0.02% 666
2025
Q2 		$732K Buy
14,751
+7,460
+102% +$369K 0.02% 692
2025
Q1 		$365K Sell
7,291
-2,381
-25% -$120K 0.01% 895
2024
Q4 		$485K Buy
9,672
+2,026
+26% +$103K 0.02% 751
2024
Q3 		$392K Buy
7,646
+41
+0.5% +$2.09K 0.01% 788
2024
Q2 		$383K Buy
7,605
+1,824
+32% +$91.7K 0.02% 746
2024
Q1 		$293K Buy
5,781
+1,459
+34% +$74.1K 0.01% 810
2023
Q4 		$220K Buy
4,322
+293
+7% +$14.4K 0.01% 905
2023
Q3 		$195K Buy
4,029
+17
+0.4% +$844 0.01% 980
2023
Q2 		$202K Buy
4,012
+1,389
+53% +$69.9K 0.01% 1020
2023
Q1 		$131K Buy
+2,623
New +$132K 0.01% 1119

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

IFP Advisors's JMUB Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 19% in Q2 2026, buying an estimated $225K and bringing the position to 27,435 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #611.

IFP Advisors first reported a position in JMUB in Q1 2023 and has held it in 14 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • IFP Advisors held 27,435 shares of JPMorgan Municipal ETF worth $1.39M as of Q2 2026.
  • IFP Advisors bought 4,465 JPMorgan Municipal ETF shares in Q2 2026, an estimated $225K.
  • JPMorgan Municipal ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #611 holding.
  • IFP Advisors first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 14 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.