Institute for Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Institute for Wealth Management’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	$2.33K	Buy	+46	New	+$2.32K	﹤0.01%	1570

Other funds holding JMUB

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

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 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

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 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 28.94% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Institute for Wealth Management's JMUB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2026: 46 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings.

369 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Institute for Wealth Management held 46 shares of JPMorgan Municipal ETF worth $2.33K as of Q2 2026.
JPMorgan Municipal ETF was a new Institute for Wealth Management position in Q2 2026.
JPMorgan Municipal ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1570 holding.
369 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.