Lake Street Private Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Lake Street Private 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	$279K	Buy	5,500 +500	+10%	+$25.2K	0.03%	238
2026 Q1	$250K	Buy	+5,000	New	+$254K	0.03%	224

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

Lake Street Private Wealth's JMUB Position: Q2 2026 in Review

Lake Street Private Wealth increased its JPMorgan Municipal ETF (JMUB) stake by 10% in Q2 2026, buying an estimated $25.2K and bringing the position to 5,500 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #238.

Lake Street Private Wealth first reported a position in JMUB in Q1 2026 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Lake Street Private Wealth held 5,500 shares of JPMorgan Municipal ETF worth $279K as of Q2 2026.
Lake Street Private Wealth bought 500 JPMorgan Municipal ETF shares in Q2 2026, an estimated $25.2K.
JPMorgan Municipal ETF made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #238 holding.
Lake Street Private Wealth first reported a position in JPMorgan Municipal ETF in Q1 2026 and has held it in 2 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.