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Independent Advisor Alliance’s JPMorgan Municipal ETF JMUB Stock Holding History

Independent Advisor Alliance’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
-68,594
Closed -$3.43M – 1397
2026
Q1 		$3.43M Buy
+68,594
New +$3.48M 0.04% 405
2025
Q1 		– Sell
-44,991
Closed -$2.26M – 1126
2024
Q4 		$2.26M Buy
+44,991
New +$2.28M 0.03% 479

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

Independent Advisor Alliance's JMUB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of JPMorgan Municipal ETF (JMUB) in Q2 2026, closing a stake of 68,594 shares — an estimated $3.43M sold.

Independent Advisor Alliance first reported a position in JMUB in Q4 2024 and held it in 2 quarters. The position peaked at $3.43M in Q1 2026. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining JPMorgan Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 68,594 JPMorgan Municipal ETF shares in Q2 2026, an estimated $3.43M.
  • Independent Advisor Alliance first reported a position in JPMorgan Municipal ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's JPMorgan Municipal ETF position peaked at $3.43M in Q1 2026.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.