LPL Financial
JMUB icon

LPL Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

LPL Financial’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 		$343M Buy
6,772,836
+567,567
+9% +$28.6M 0.08% 248
2026
Q1 		$310M Buy
6,205,269
+673,345
+12% +$34.1M 0.08% 241
2025
Q4 		$279M Buy
5,531,924
+1,702,513
+44% +$86.1M 0.08% 242
2025
Q3 		$193M Buy
3,829,411
+801,829
+26% +$39.8M 0.06% 314
2025
Q2 		$150M Buy
3,027,582
+179,611
+6% +$8.87M 0.05% 338
2025
Q1 		$142M Buy
2,847,971
+188,645
+7% +$9.48M 0.06% 323
2024
Q4 		$133M Buy
2,659,326
+152,578
+6% +$7.72M 0.05% 308
2024
Q3 		$129M Buy
2,506,748
+394,199
+19% +$20.1M 0.06% 299
2024
Q2 		$106M Buy
2,112,549
+212,185
+11% +$10.7M 0.05% 313
2024
Q1 		$96.4M Buy
1,900,364
+338,306
+22% +$17.2M 0.05% 326
2023
Q4 		$79.6M Buy
1,562,058
+357,494
+30% +$17.6M 0.05% 348
2023
Q3 		$58.3M Buy
1,204,564
+268,405
+29% +$13.3M 0.04% 412
2023
Q2 		$47M Buy
936,159
+181,380
+24% +$9.13M 0.03% 469
2023
Q1 		$38.2M Buy
754,779
+305,846
+68% +$15.4M 0.03% 493
2022
Q4 		$22.3M Sell
448,933
-141,192
-24% -$6.92M 0.02% 668
2022
Q3 		$28.6M Buy
590,125
+393,595
+200% +$19.7M 0.03% 506
2022
Q2 		$9.81M Buy
196,530
+113,101
+136% +$5.66M 0.01% 973
2022
Q1 		$4.29M Buy
83,429
+40,205
+93% +$2.14M ﹤0.01% 1536
2021
Q4 		$2.37M Buy
43,224
+10,327
+31% +$567K ﹤0.01% 1958
2021
Q3 		$1.81M Buy
32,897
+634
+2% +$35.2K ﹤0.01% 2133
2021
Q2 		$1.78M Sell
32,263
-10,928
-25% -$602K ﹤0.01% 2071
2021
Q1 		$2.35M Sell
43,191
-462
-1% -$25.4K ﹤0.01% 1724
2020
Q4 		$2.4M Buy
43,653
+4,142
+10% +$226K ﹤0.01% 1555
2020
Q3 		$2.15M Buy
39,511
+15,089
+62% +$823K ﹤0.01% 1410
2020
Q2 		$1.32M Sell
24,422
-2,561
-9% -$136K ﹤0.01% 1622
2020
Q1 		$1.43M Buy
+26,983
New +$1.45M ﹤0.01% 1393

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's JMUB Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Municipal ETF (JMUB) stake by 9.1% in Q2 2026, buying an estimated $28.6M and bringing the position to 6,772,836 shares worth $343M. The position accounts for 0.08% of the portfolio, ranked #248.

LPL Financial first reported a position in JMUB in Q1 2020 and has held it in 26 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • LPL Financial held 6,772,836 shares of JPMorgan Municipal ETF worth $343M as of Q2 2026.
  • LPL Financial bought 567,567 JPMorgan Municipal ETF shares in Q2 2026, an estimated $28.6M.
  • JPMorgan Municipal ETF made up 0.08% of LPL Financial's portfolio in Q2 2026, its #248 holding.
  • LPL Financial first reported a position in JPMorgan Municipal ETF in Q1 2020 and has held it in 26 quarters since.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.