Investment Planning Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Investment Planning Advisors’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	$2.92M	Sell	57,652 -711	-1%	-$35.8K	0.68%	20
2026 Q1	$2.92M	Buy	58,363 +504	+0.9%	+$25.6K	0.8%	20
2025 Q4	$2.92M	Buy	57,859 +6,137	+12%	+$310K	0.85%	21
2025 Q3	$2.61M	Buy	51,722 +3,077	+6%	+$153K	0.82%	19
2025 Q2	$2.41M	Sell	48,645 -682	-1%	-$33.7K	0.85%	17
2025 Q1	$2.47M	Buy	49,327 +8,058	+20%	+$405K	1%	17
2024 Q4	$2.07M	Buy	41,269 +7,376	+22%	+$373K	0.9%	23
2024 Q3	$1.71M	Hold	33,893	–	–	0.87%	25
2024 Q2	$1.71M	Buy	+33,893	New	+$1.7M	0.87%	25

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Investment Planning Advisors's JMUB Position: Q2 2026 in Review

Investment Planning Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 1.2% in Q2 2026, selling an estimated $35.8K and leaving 57,652 shares worth $2.92M. The position accounts for 0.68% of the portfolio, ranked #20.

Investment Planning Advisors first reported a position in JMUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.92M in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Investment Planning Advisors held 57,652 shares of JPMorgan Municipal ETF worth $2.92M as of Q2 2026.
Investment Planning Advisors sold 711 JPMorgan Municipal ETF shares in Q2 2026, an estimated $35.8K.
JPMorgan Municipal ETF made up 0.68% of Investment Planning Advisors's portfolio in Q2 2026, its #20 holding.
Investment Planning Advisors first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's JPMorgan Municipal ETF position peaked at $2.92M in Q4 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.