Intrua Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Intrua Financial’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 Q3	$3.37M	Buy	70,855 +2,457	+4%	+$122K	0.32%	56
2026 Q2	$3.46M	Sell	68,398 -3,267	-5%	-$164K	0.32%	61
2026 Q1	$3.58M	Buy	71,665 +2,469	+4%	+$125K	0.37%	48
2025 Q4	$3.49M	Buy	69,196 +2,057	+3%	+$104K	0.37%	47
2025 Q3	$3.39M	Buy	67,139 +5,588	+9%	+$278K	0.37%	48
2025 Q2	$3.06M	Sell	61,551 -6,243	-9%	-$308K	0.41%	46
2025 Q1	$3.39M	Buy	67,794 +3,868	+6%	+$194K	0.49%	43
2024 Q4	$3.21M	Buy	+63,926	New	+$3.24M	0.49%	43
2024 Q3	–	Sell	-4,103	Closed	-$207K	–	400
2024 Q2	$207K	Buy	+4,103	New	+$206K	0.03%	380

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Intrua Financial's JMUB Position: Q3 2026 in Review

Intrua Financial increased its JPMorgan Municipal ETF (JMUB) stake by 3.6% in Q3 2026, buying an estimated $122K and bringing the position to 70,855 shares worth $3.37M. The position accounts for 0.32% of the portfolio, ranked #56.

Intrua Financial first reported a position in JMUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.58M in Q1 2026. 291 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Intrua Financial held 70,855 shares of JPMorgan Municipal ETF worth $3.37M as of Q3 2026.
Intrua Financial bought 2,457 JPMorgan Municipal ETF shares in Q3 2026, an estimated $122K.
JPMorgan Municipal ETF made up 0.32% of Intrua Financial's portfolio in Q3 2026, its #56 holding.
Intrua Financial first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Intrua Financial's JPMorgan Municipal ETF position peaked at $3.58M in Q1 2026.
291 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Intrua Financial's 13F filing for Q3 2026, filed 28 Oct 2026.