Legacy Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Legacy Financial Advisors’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	$11.7M	Buy	230,771 +5,051	+2%	+$254K	1.42%	16
2026 Q1	$11.3M	Sell	225,720 -229	-0.1%	-$11.6K	1.58%	13
2025 Q4	$11.4M	Sell	225,949 -235	-0.1%	-$11.9K	1.58%	14
2025 Q3	$11.4M	Sell	226,184 -79,663	-26%	-$3.96M	1.57%	14
2025 Q2	$15.2M	Buy	305,847 +976	+0.3%	+$48.2K	2.37%	11
2025 Q1	$15.2M	Buy	304,871 +11,051	+4%	+$555K	2.55%	9
2024 Q4	$14.7M	Buy	293,820 +10,672	+4%	+$540K	2.44%	10
2024 Q3	$14.5M	Buy	283,148 +11,087	+4%	+$564K	2.44%	9
2024 Q2	$13.7M	Buy	272,061 +16,796	+7%	+$845K	2.44%	11
2024 Q1	$13M	Buy	255,265 +45,865	+22%	+$2.33M	2.32%	10
2023 Q4	$10.7M	Sell	209,400 -42,012	-17%	-$2.07M	2.05%	13
2023 Q3	$12.2M	Buy	+251,412	New	+$12.5M	2.43%	9

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

Legacy Financial Advisors's JMUB Position: Q2 2026 in Review

Legacy Financial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 2.2% in Q2 2026, buying an estimated $254K and bringing the position to 230,771 shares worth $11.7M. The position accounts for 1.42% of the portfolio, ranked #16.

Legacy Financial Advisors first reported a position in JMUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.2M in Q1 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Legacy Financial Advisors held 230,771 shares of JPMorgan Municipal ETF worth $11.7M as of Q2 2026.
Legacy Financial Advisors bought 5,051 JPMorgan Municipal ETF shares in Q2 2026, an estimated $254K.
JPMorgan Municipal ETF made up 1.42% of Legacy Financial Advisors's portfolio in Q2 2026, its #16 holding.
Legacy Financial Advisors first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 12 quarters since.
Legacy Financial Advisors's JPMorgan Municipal ETF position peaked at $15.2M in Q1 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.