JWA
JMUB icon

JFS Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

JFS Wealth 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 		$6.7M Buy
132,238
+6,647
+5% +$335K 0.33% 58
2026
Q1 		$6.28M Buy
125,591
+4,833
+4% +$245K 0.35% 52
2025
Q4 		$6.1M Buy
120,758
+61,005
+102% +$3.09M 0.34% 55
2025
Q3 		$3.02M Buy
59,753
+43,308
+263% +$2.15M 0.18% 80
2025
Q2 		$816K Buy
+16,445
New +$812K 0.05% 168

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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

JFS Wealth Advisors's JMUB Position: Q2 2026 in Review

JFS Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 5.3% in Q2 2026, buying an estimated $335K and bringing the position to 132,238 shares worth $6.7M. The position accounts for 0.33% of the portfolio, ranked #58.

JFS Wealth Advisors first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • JFS Wealth Advisors held 132,238 shares of JPMorgan Municipal ETF worth $6.7M as of Q2 2026.
  • JFS Wealth Advisors bought 6,647 JPMorgan Municipal ETF shares in Q2 2026, an estimated $335K.
  • JPMorgan Municipal ETF made up 0.33% of JFS Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • JFS Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 236 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.