Lodestar Private Asset Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Lodestar Private 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	$549K	Sell	10,835 -874	-7%	-$44K	0.05%	152
2026 Q1	$585K	Hold	11,709	–	–	0.06%	143
2025 Q4	$591K	Sell	11,709 -1,178	-9%	-$59.6K	0.06%	139
2025 Q3	$650K	Sell	12,887 -350	-3%	-$17.4K	0.07%	133
2025 Q2	$657K	Buy	13,237 +4,445	+51%	+$220K	0.08%	125
2025 Q1	$440K	Buy	8,792 +841	+11%	+$42.3K	0.06%	147
2024 Q4	$399K	Buy	7,951 +197	+3%	+$9.97K	0.05%	155
2024 Q3	$398K	Buy	7,754 +97	+1%	+$4.94K	0.05%	158
2024 Q2	$386K	Hold	7,657	–	–	0.05%	153
2024 Q1	$389K	Hold	7,657	–	–	0.06%	151
2023 Q4	$390K	Buy	7,657 +3,308	+76%	+$163K	0.06%	143
2023 Q3	$210K	Buy	+4,349	New	+$216K	0.04%	186

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

Lodestar Private Asset Management's JMUB Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its JPMorgan Municipal ETF (JMUB) stake by 7.5% in Q2 2026, selling an estimated $44K and leaving 10,835 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #152.

Lodestar Private Asset Management first reported a position in JMUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $657K in Q2 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Lodestar Private Asset Management held 10,835 shares of JPMorgan Municipal ETF worth $549K as of Q2 2026.
Lodestar Private Asset Management sold 874 JPMorgan Municipal ETF shares in Q2 2026, an estimated $44K.
JPMorgan Municipal ETF made up 0.05% of Lodestar Private Asset Management's portfolio in Q2 2026, its #152 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 12 quarters since.
Lodestar Private Asset Management's JPMorgan Municipal ETF position peaked at $657K in Q2 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.