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J.W. Cole Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

J.W. Cole 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 		$1.79M Buy
+35,414
New +$1.78M 0.03% 537
2026
Q1 		– Sell
-30,522
Closed -$1.54M – 1153
2025
Q4 		$1.54M Buy
30,522
+4,754
+18% +$241K 0.04% 486
2025
Q3 		$1.3M Buy
25,768
+636
+3% +$31.6K 0.02% 624
2025
Q2 		$1.25M Buy
25,132
+258
+1% +$12.7K 0.03% 593
2025
Q1 		$1.24M Buy
+24,874
New +$1.25M 0.04% 467

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

J.W. Cole Advisors's JMUB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2026: 35,414 shares worth $1.79M. The stake represents 0.03% of the portfolio and ranks #537 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in JMUB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in JMUB in Q1 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • J.W. Cole Advisors held 35,414 shares of JPMorgan Municipal ETF worth $1.79M as of Q2 2026.
  • JPMorgan Municipal ETF was a new J.W. Cole Advisors position in Q2 2026.
  • JPMorgan Municipal ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #537 holding.
  • J.W. Cole Advisors first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.