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 Q3	$6.54M	Buy	137,457 +5,219	+4%	+$258K	0.33%	57
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

JFS Wealth Advisors's JMUB Position: Q3 2026 in Review

JFS Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 3.9% in Q3 2026, buying an estimated $258K and bringing the position to 137,457 shares worth $6.54M. The position accounts for 0.33% of the portfolio, ranked #57.

JFS Wealth Advisors first reported a position in JMUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.7M in Q2 2026. 310 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

JFS Wealth Advisors held 137,457 shares of JPMorgan Municipal ETF worth $6.54M as of Q3 2026.
JFS Wealth Advisors bought 5,219 JPMorgan Municipal ETF shares in Q3 2026, an estimated $258K.
JPMorgan Municipal ETF made up 0.33% of JFS Wealth Advisors's portfolio in Q3 2026, its #57 holding.
JFS Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 6 quarters since.
JFS Wealth Advisors's JPMorgan Municipal ETF position peaked at $6.7M in Q2 2026.
310 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.