Kestra Private Wealth Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Kestra Private Wealth 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	$878K	Buy	17,329 +142	+0.8%	+$7.15K	0.01%	967
2026 Q1	$859K	Sell	17,187 -441	-3%	-$22.4K	0.01%	913
2025 Q4	$890K	Sell	17,628 -1,589	-8%	-$80.4K	0.01%	856
2025 Q3	$970K	Sell	19,217 -15,810	-45%	-$785K	0.01%	799
2025 Q2	$1.74M	Buy	35,027 +504	+1%	+$24.9K	0.03%	541
2025 Q1	$1.73M	Sell	34,523 -1,676	-5%	-$84.2K	0.03%	496
2024 Q4	$1.82M	Sell	36,199 -29,677	-45%	-$1.5M	0.03%	453
2024 Q3	$3.38M	Sell	65,876 -147,932	-69%	-$7.53M	0.06%	303
2024 Q2	$10.8M	Sell	213,808 -11,803	-5%	-$594K	0.22%	106
2024 Q1	$11.4M	Sell	225,611 -3,625	-2%	-$184K	0.26%	95
2023 Q4	$11.7M	Buy	229,236 +29,880	+15%	+$1.47M	0.3%	81
2023 Q3	$9.64M	Buy	+199,356	New	+$9.89M	0.3%	82

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 Private Wealth Services's JMUB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its JPMorgan Municipal ETF (JMUB) stake by 0.83% in Q2 2026, buying an estimated $7.15K and bringing the position to 17,329 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #967.

Kestra Private Wealth Services first reported a position in JMUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.7M in Q4 2023. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Kestra Private Wealth Services held 17,329 shares of JPMorgan Municipal ETF worth $878K as of Q2 2026.
Kestra Private Wealth Services bought 142 JPMorgan Municipal ETF shares in Q2 2026, an estimated $7.15K.
JPMorgan Municipal ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #967 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's JPMorgan Municipal ETF position peaked at $11.7M in Q4 2023.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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