Lifestyle Asset Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Lifestyle Asset Management’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	$675K	Buy	13,325 +257	+2%	+$12.9K	0.18%	72
2026 Q1	$653K	Buy	13,068 +1,229	+10%	+$62.3K	0.21%	65
2025 Q4	$598K	Buy	11,839 +100	+0.9%	+$5.06K	0.19%	72
2025 Q3	$592K	Buy	11,739 +4,834	+70%	+$240K	0.2%	74
2025 Q2	$343K	Buy	6,905 +151	+2%	+$7.46K	0.16%	93
2025 Q1	$338K	Sell	6,754 -6,873	-50%	-$345K	0.19%	72
2024 Q4	$683K	Buy	13,627 +1,200	+10%	+$60.8K	0.37%	52
2024 Q3	$637K	Sell	12,427 -2,194	-15%	-$112K	0.35%	54
2024 Q2	$737K	Sell	14,621 -1,434	-9%	-$72.1K	0.42%	53
2024 Q1	$815K	Buy	+16,055	New	+$815K	0.48%	51

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

Lifestyle Asset Management's JMUB Position: Q2 2026 in Review

Lifestyle Asset Management increased its JPMorgan Municipal ETF (JMUB) stake by 2% in Q2 2026, buying an estimated $12.9K and bringing the position to 13,325 shares worth $675K. The position accounts for 0.18% of the portfolio, ranked #72.

Lifestyle Asset Management first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $815K in Q1 2024. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Lifestyle Asset Management held 13,325 shares of JPMorgan Municipal ETF worth $675K as of Q2 2026.
Lifestyle Asset Management bought 257 JPMorgan Municipal ETF shares in Q2 2026, an estimated $12.9K.
JPMorgan Municipal ETF made up 0.18% of Lifestyle Asset Management's portfolio in Q2 2026, its #72 holding.
Lifestyle Asset Management first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
Lifestyle Asset Management's JPMorgan Municipal ETF position peaked at $815K in Q1 2024.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.