Lineweaver Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Lineweaver Wealth 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	$2.33M	Sell	46,065 -8,580	-16%	-$432K	0.28%	81
2026 Q1	$2.73M	Buy	54,645 +2,503	+5%	+$127K	0.37%	56
2025 Q4	$2.63M	Buy	52,142 +8,699	+20%	+$440K	0.36%	55
2025 Q3	$2.19M	Buy	43,443 +3,476	+9%	+$173K	0.32%	60
2025 Q2	$1.98M	Buy	39,967 +3,333	+9%	+$165K	0.31%	61
2025 Q1	$1.83M	Buy	36,634 +4,356	+13%	+$219K	0.31%	61
2024 Q4	$1.62M	Buy	32,278 +3,020	+10%	+$153K	0.3%	66
2024 Q3	$1.5M	Buy	29,258 +995	+4%	+$50.6K	0.29%	65
2024 Q2	$1.42M	Buy	28,263 +3,634	+15%	+$183K	0.3%	64
2024 Q1	$1.25M	Buy	24,629 +5,147	+26%	+$261K	0.3%	68
2023 Q4	$993K	Buy	+19,482	New	+$958K	0.26%	75

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

Lineweaver Wealth Advisors's JMUB Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 16% in Q2 2026, selling an estimated $432K and leaving 46,065 shares worth $2.33M. The position accounts for 0.28% of the portfolio, ranked #81.

Lineweaver Wealth Advisors first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.73M in Q1 2026. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Lineweaver Wealth Advisors held 46,065 shares of JPMorgan Municipal ETF worth $2.33M as of Q2 2026.
Lineweaver Wealth Advisors sold 8,580 JPMorgan Municipal ETF shares in Q2 2026, an estimated $432K.
JPMorgan Municipal ETF made up 0.28% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Lineweaver Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
Lineweaver Wealth Advisors's JPMorgan Municipal ETF position peaked at $2.73M in Q1 2026.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.