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KFA Private Wealth Group’s JPMorgan Municipal ETF JMUB Stock Holding History

KFA Private Wealth Group’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 		$278K Buy
5,481
+2
+0% +$101 0.07% 126
2026
Q1 		$274K Sell
5,479
-348
-6% -$17.6K 0.07% 135
2025
Q4 		$294K Buy
5,827
+242
+4% +$12.2K 0.07% 126
2025
Q3 		$282K Buy
+5,585
New +$277K 0.08% 118

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KFA Private Wealth Group's JMUB Position: Q2 2026 in Review

KFA Private Wealth Group increased its JPMorgan Municipal ETF (JMUB) stake by 0.04% in Q2 2026, buying an estimated $101 and bringing the position to 5,481 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #126.

KFA Private Wealth Group first reported a position in JMUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $294K in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • KFA Private Wealth Group held 5,481 shares of JPMorgan Municipal ETF worth $278K as of Q2 2026.
  • KFA Private Wealth Group bought 2 JPMorgan Municipal ETF shares in Q2 2026, an estimated $101.
  • JPMorgan Municipal ETF made up 0.07% of KFA Private Wealth Group's portfolio in Q2 2026, its #126 holding.
  • KFA Private Wealth Group first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • KFA Private Wealth Group's JPMorgan Municipal ETF position peaked at $294K in Q4 2025.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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