Kestra Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Kestra Advisory Services’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	$7.92M	Buy	156,353 +11,038	+8%	+$556K	0.03%	612
2026 Q1	$7.26M	Buy	145,315 +32,284	+29%	+$1.64M	0.03%	599
2025 Q4	$5.71M	Buy	113,031 +24,811	+28%	+$1.26M	0.02%	656
2025 Q3	$4.45M	Buy	88,220 +1,768	+2%	+$87.8K	0.02%	740
2025 Q2	$4.29M	Buy	86,452 +7,479	+9%	+$369K	0.02%	713
2025 Q1	$3.95M	Buy	78,973 +6,787	+9%	+$341K	0.02%	669
2024 Q4	$3.62M	Buy	72,186 +9,161	+15%	+$464K	0.02%	715
2024 Q3	$3.23M	Sell	63,025 -59	-0.1%	-$3K	0.02%	734
2024 Q2	$3.18M	Buy	63,084 +6,669	+12%	+$335K	0.02%	755
2024 Q1	$2.86M	Sell	56,415 -9,845	-15%	-$500K	0.02%	728
2023 Q4	$3.38M	Buy	66,260 +3,121	+5%	+$154K	0.03%	593
2023 Q3	$3.05M	Buy	63,139 +6,985	+12%	+$347K	0.03%	539
2023 Q2	$2.82M	Buy	56,154 +51,638	+1,143%	+$2.6M	0.03%	557
2023 Q1	$229K	Buy	+4,516	New	+$227K	﹤0.01%	1746

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

Kestra Advisory Services's JMUB Position: Q2 2026 in Review

Kestra Advisory Services increased its JPMorgan Municipal ETF (JMUB) stake by 7.6% in Q2 2026, buying an estimated $556K and bringing the position to 156,353 shares worth $7.92M. The position accounts for 0.03% of the portfolio, ranked #612.

Kestra Advisory Services first reported a position in JMUB in Q1 2023 and has held it in 14 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Kestra Advisory Services held 156,353 shares of JPMorgan Municipal ETF worth $7.92M as of Q2 2026.
Kestra Advisory Services bought 11,038 JPMorgan Municipal ETF shares in Q2 2026, an estimated $556K.
JPMorgan Municipal ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #612 holding.
Kestra Advisory Services first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 14 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.