Keyvantage Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Keyvantage Wealth’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	$13M	Buy	256,993 +116,483	+83%	+$5.86M	4.92%	5
2026 Q1	$7.02M	Buy	140,510 +410	+0.3%	+$20.8K	3.09%	11
2025 Q4	$7.08M	Buy	140,100 +13,851	+11%	+$701K	3.03%	12
2025 Q3	$6.37M	Buy	126,249 +1,424	+1%	+$70.7K	2.67%	13
2025 Q2	$6.2M	Buy	124,825 +4,369	+4%	+$216K	2.78%	13
2025 Q1	$6.02M	Buy	120,456 +92,989	+339%	+$4.67M	2.93%	12
2024 Q4	$1.38M	Buy	+27,467	New	+$1.39M	0.98%	25

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

Keyvantage Wealth's JMUB Position: Q2 2026 in Review

Keyvantage Wealth increased its JPMorgan Municipal ETF (JMUB) stake by 83% in Q2 2026, buying an estimated $5.86M and bringing the position to 256,993 shares worth $13M. The position accounts for 4.92% of the portfolio, ranked #5.

Keyvantage Wealth first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Keyvantage Wealth held 256,993 shares of JPMorgan Municipal ETF worth $13M as of Q2 2026.
Keyvantage Wealth bought 116,483 JPMorgan Municipal ETF shares in Q2 2026, an estimated $5.86M.
JPMorgan Municipal ETF made up 4.92% of Keyvantage Wealth's portfolio in Q2 2026, its #5 holding.
Keyvantage Wealth first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.