Lionshead Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Lionshead Wealth 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	$372K	Buy	7,348 +9	+0.1%	+$453	0.24%	71
2026 Q1	$367K	Buy	7,339 +429	+6%	+$21.8K	0.27%	70
2025 Q4	$350K	Buy	6,910 +812	+13%	+$41.1K	0.26%	75
2025 Q3	$308K	Buy	6,098 +9	+0.1%	+$447	0.24%	77
2025 Q2	$302K	Sell	6,089 -1,259	-17%	-$62.2K	0.28%	72
2025 Q1	$367K	Sell	7,348 -6,127	-45%	-$308K	0.38%	62
2024 Q4	$678K	Buy	+13,475	New	+$682K	0.49%	46

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

Lionshead Wealth Management's JMUB Position: Q2 2026 in Review

Lionshead Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 0.12% in Q2 2026, buying an estimated $453 and bringing the position to 7,348 shares worth $372K. The position accounts for 0.24% of the portfolio, ranked #71.

Lionshead Wealth Management first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $678K in Q4 2024. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Lionshead Wealth Management held 7,348 shares of JPMorgan Municipal ETF worth $372K as of Q2 2026.
Lionshead Wealth Management bought 9 JPMorgan Municipal ETF shares in Q2 2026, an estimated $453.
JPMorgan Municipal ETF made up 0.24% of Lionshead Wealth Management's portfolio in Q2 2026, its #71 holding.
Lionshead Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's JPMorgan Municipal ETF position peaked at $678K in Q4 2024.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.