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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Intrua Financial's JMUB Position: Q2 2026 in Review

Intrua Financial reduced its JPMorgan Municipal ETF (JMUB) stake by 4.6% in Q2 2026, selling an estimated $164K and leaving 68,398 shares worth $3.46M. The position accounts for 0.32% of the portfolio, ranked #61.

Intrua Financial first reported a position in JMUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.58M in Q1 2026. 243 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Intrua Financial held 68,398 shares of JPMorgan Municipal ETF worth $3.46M as of Q2 2026.
  • Intrua Financial sold 3,267 JPMorgan Municipal ETF shares in Q2 2026, an estimated $164K.
  • JPMorgan Municipal ETF made up 0.32% of Intrua Financial's portfolio in Q2 2026, its #61 holding.
  • Intrua Financial first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 8 quarters since.
  • Intrua Financial's JPMorgan Municipal ETF position peaked at $3.58M in Q1 2026.
  • 243 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.