Integrated Wealth Concepts
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Integrated Wealth Concepts’s JPMorgan Municipal ETF JMUB Stock Holding History

Integrated Wealth Concepts’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 		$52.4M Buy
1,035,056
+30,819
+3% +$1.55M 0.34% 58
2026
Q1 		$50.2M Buy
1,004,237
+386,302
+63% +$19.6M 0.4% 46
2025
Q4 		$31.2M Sell
617,935
-66,150
-10% -$3.35M 0.37% 56
2025
Q3 		$34.5M Buy
684,085
+349,930
+105% +$17.4M 0.31% 58
2025
Q2 		$16.6M Sell
334,155
-14,305
-4% -$707K 0.17% 129
2025
Q1 		$17.4M Buy
348,460
+48,645
+16% +$2.44M 0.2% 109
2024
Q4 		$15M Buy
299,815
+11,891
+4% +$602K 0.17% 129
2024
Q3 		$14.8M Buy
287,924
+38,199
+15% +$1.94M 0.18% 124
2024
Q2 		$12.6M Buy
249,725
+1,061
+0.4% +$53.4K 0.17% 130
2024
Q1 		$12.6M Buy
248,664
+10,429
+4% +$530K 0.18% 131
2023
Q4 		$12.1M Sell
238,235
-5,647
-2% -$278K 0.2% 121
2023
Q3 		$11.8M Buy
243,882
+25,416
+12% +$1.26M 0.21% 117
2023
Q2 		$11M Buy
218,466
+11,642
+6% +$586K 0.19% 128
2023
Q1 		$10.5M Buy
206,824
+198,799
+2,477% +$10M 0.22% 110
2022
Q4 		$399K Sell
8,025
-91,631
-92% -$4.49M 0.01% 723
2022
Q3 		$4.83M Sell
99,656
-2,409
-2% -$121K 0.15% 140
2022
Q2 		$5.09M Buy
102,065
+8,596
+9% +$430K 0.16% 135
2022
Q1 		$4.81M Buy
93,469
+29,230
+46% +$1.55M 0.15% 135
2021
Q4 		$3.52M Sell
64,239
-1,248
-2% -$68.5K 0.1% 169
2021
Q3 		$3.6M Sell
65,487
-4,012
-6% -$222K 0.12% 157
2021
Q2 		$3.84M Buy
69,499
+4,687
+7% +$258K 0.14% 141
2021
Q1 		$3.53M Sell
64,812
-952
-1% -$52.3K 0.15% 125
2020
Q4 		$3.62M Buy
+65,764
New +$3.59M 0.17% 102

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 $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Integrated Wealth Concepts's JMUB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Municipal ETF (JMUB) stake by 3.1% in Q2 2026, buying an estimated $1.55M and bringing the position to 1,035,056 shares worth $52.4M. The position accounts for 0.34% of the portfolio, ranked #58.

Integrated Wealth Concepts first reported a position in JMUB in Q4 2020 and has held it in 23 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Integrated Wealth Concepts held 1,035,056 shares of JPMorgan Municipal ETF worth $52.4M as of Q2 2026.
  • Integrated Wealth Concepts bought 30,819 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.55M.
  • JPMorgan Municipal ETF made up 0.34% of Integrated Wealth Concepts's portfolio in Q2 2026, its #58 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Municipal ETF in Q4 2020 and has held it in 23 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.