Landmark Wealth Management (New York)’s JPMorgan Municipal ETF JMUB Stock Holding History

Landmark Wealth Management (New York)’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	$4.54M	Sell	89,609 -98	-0.1%	-$4.93K	1.09%	22
2026 Q1	$4.48M	Buy	89,707 +14,668	+20%	+$744K	1.2%	21
2025 Q4	$3.79M	Sell	75,039 -184	-0.2%	-$9.31K	1.45%	19
2025 Q3	$3.8M	Buy	75,223 +7,985	+12%	+$397K	1.51%	18
2025 Q2	$3.34M	Sell	67,238 -12,730	-16%	-$629K	1.42%	19
2025 Q1	$4M	Buy	79,968 +5,392	+7%	+$271K	1.76%	17
2024 Q4	$3.74M	Buy	74,576 +3,012	+4%	+$152K	1.66%	19
2024 Q3	$3.67M	Buy	71,564 +3,416	+5%	+$174K	1.6%	19
2024 Q2	$3.43M	Sell	68,148 -960	-1%	-$48.3K	2.67%	11
2024 Q1	$3.51M	Buy	69,108 +3,928	+6%	+$199K	1.62%	18
2023 Q4	$3.32M	Sell	65,180 -204	-0.3%	-$10K	1.63%	19
2023 Q3	$3.16M	Buy	65,384 +2,131	+3%	+$106K	1.8%	15
2023 Q2	$3.18M	Buy	63,253 +1,329	+2%	+$66.9K	2.81%	12
2023 Q1	$3.13M	Buy	61,924 +11,056	+22%	+$557K	1.74%	18
2022 Q4	$2.53M	Sell	50,868 -653	-1%	-$32K	1.83%	13
2022 Q3	$2.5M	Buy	51,521 +24,915	+94%	+$1.25M	1.89%	13
2022 Q2	$1.33M	Sell	26,606 -6,410	-19%	-$321K	1.7%	14
2022 Q1	$1.7M	Buy	33,016 +5,617	+21%	+$298K	0.91%	26
2021 Q4	$2M	Buy	+27,399	New	+$1.5M	1.17%	23

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

Landmark Wealth Management (New York)'s JMUB Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its JPMorgan Municipal ETF (JMUB) stake by 0.11% in Q2 2026, selling an estimated $4.93K and leaving 89,609 shares worth $4.54M. The position accounts for 1.09% of the portfolio, ranked #22.

Landmark Wealth Management (New York) first reported a position in JMUB in Q4 2021 and has held it in 19 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Landmark Wealth Management (New York) held 89,609 shares of JPMorgan Municipal ETF worth $4.54M as of Q2 2026.
Landmark Wealth Management (New York) sold 98 JPMorgan Municipal ETF shares in Q2 2026, an estimated $4.93K.
JPMorgan Municipal ETF made up 1.09% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #22 holding.
Landmark Wealth Management (New York) first reported a position in JPMorgan Municipal ETF in Q4 2021 and has held it in 19 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.