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Lloyd Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Lloyd 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 		– Sell
-399
Closed -$19.9K – 829
2026
Q1 		$19.9K Buy
+399
New +$20.2K 0.01% 386

Other funds holding JMUB

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LPL Financial
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Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lloyd Advisory Services's JMUB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of JPMorgan Municipal ETF (JMUB) in Q2 2026, closing a stake of 399 shares — an estimated $19.9K sold.

Lloyd Advisory Services first reported a position in JMUB in Q1 2026 and held it in 1 quarter. The position peaked at $19.9K in Q1 2026. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Lloyd Advisory Services reported no remaining JPMorgan Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 399 JPMorgan Municipal ETF shares in Q2 2026, an estimated $19.9K.
  • Lloyd Advisory Services first reported a position in JPMorgan Municipal ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's JPMorgan Municipal ETF position peaked at $19.9K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.