Level Four Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Level Four Advisory Services’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	$1.82M	Buy	35,863 +372	+1%	+$18.7K	0.05%	326
2026 Q1	$1.77M	Buy	35,491 +1,207	+4%	+$61.2K	0.06%	308
2025 Q4	$1.73M	Hold	34,284	–	–	0.06%	305
2025 Q3	$1.73M	Buy	34,284 +11,963	+54%	+$594K	0.06%	301
2025 Q2	$1.11M	Buy	22,321 +7,742	+53%	+$382K	0.04%	357
2025 Q1	$729K	Buy	+14,579	New	+$733K	0.03%	423

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

Level Four Advisory Services's JMUB Position: Q2 2026 in Review

Level Four Advisory Services increased its JPMorgan Municipal ETF (JMUB) stake by 1% in Q2 2026, buying an estimated $18.7K and bringing the position to 35,863 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #326.

Level Four Advisory Services first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Level Four Advisory Services held 35,863 shares of JPMorgan Municipal ETF worth $1.82M as of Q2 2026.
Level Four Advisory Services bought 372 JPMorgan Municipal ETF shares in Q2 2026, an estimated $18.7K.
JPMorgan Municipal ETF made up 0.05% of Level Four Advisory Services's portfolio in Q2 2026, its #326 holding.
Level Four Advisory Services first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.