Leading Edge Financial Planning
JMUB icon

Leading Edge Financial Planning’s JPMorgan Municipal ETF JMUB Stock Holding History

Leading Edge Financial Planning’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
Q3 		$217K Sell
4,561
-1,360
-23% -$67.3K 0.05% 67
2026
Q2 		$300K Buy
+5,921
New +$298K 0.05% 55
2026
Q1 		– Sell
-5,805
Closed -$293K – 74
2025
Q4 		$293K Buy
+5,805
New +$294K 0.07% 53

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Leading Edge Financial Planning's JMUB Position: Q3 2026 in Review

Leading Edge Financial Planning reduced its JPMorgan Municipal ETF (JMUB) stake by 23% in Q3 2026, selling an estimated $67.3K and leaving 4,561 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #67.

Leading Edge Financial Planning first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q2 2026. 418 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Leading Edge Financial Planning held 4,561 shares of JPMorgan Municipal ETF worth $217K as of Q3 2026.
  • Leading Edge Financial Planning sold 1,360 JPMorgan Municipal ETF shares in Q3 2026, an estimated $67.3K.
  • JPMorgan Municipal ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q3 2026, its #67 holding.
  • Leading Edge Financial Planning first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Leading Edge Financial Planning's JPMorgan Municipal ETF position peaked at $300K in Q2 2026.
  • 418 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Leading Edge Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.