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

LWM 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 		$583K Sell
11,516
-73,837
-87% -$3.72M 1.04% 27
2026
Q1 		$4.27M Sell
85,353
-73,407
-46% -$3.72M 4.56% 4
2025
Q4 		$8.02M Buy
158,760
+27,883
+21% +$1.41M 4.7% 6
2025
Q3 		$6.61M Sell
130,877
-8,106
-6% -$403K 3.85% 6
2025
Q2 		$6.9M Buy
138,983
+2,780
+2% +$137K 4.76% 5
2025
Q1 		$6.81M Buy
136,203
+3,808
+3% +$191K 4.73% 7
2024
Q4 		$6.64M Buy
132,395
+4,495
+4% +$228K 4.62% 7
2024
Q3 		$6.56M Buy
127,900
+484
+0.4% +$24.6K 4.86% 6
2024
Q2 		$6.42M Buy
127,416
+4,231
+3% +$213K 5.39% 6
2024
Q1 		$6.25M Buy
123,185
+10,284
+9% +$522K 5.01% 6
2023
Q4 		$5.75M Sell
112,901
-30,581
-21% -$1.5M 5.06% 5
2023
Q3 		$6.94M Buy
143,482
+2,232
+2% +$111K 7.44% 3
2023
Q2 		$7.1M Buy
141,250
+5,521
+4% +$278K 7.5% 3
2023
Q1 		$6.87M Buy
135,729
+15,064
+12% +$758K 7.34% 3
2022
Q4 		$6M Buy
+120,665
New +$5.92M 6.63% 2

Other funds holding JMUB

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 22.94% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

LWM Advisory Services reduced its JPMorgan Municipal ETF (JMUB) stake by 87% in Q2 2026, selling an estimated $3.72M and leaving 11,516 shares worth $583K. The position accounts for 1.04% of the portfolio, ranked #27.

LWM Advisory Services first reported a position in JMUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.02M in Q4 2025. 309 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • LWM Advisory Services held 11,516 shares of JPMorgan Municipal ETF worth $583K as of Q2 2026.
  • LWM Advisory Services sold 73,837 JPMorgan Municipal ETF shares in Q2 2026, an estimated $3.72M.
  • JPMorgan Municipal ETF made up 1.04% of LWM Advisory Services's portfolio in Q2 2026, its #27 holding.
  • LWM Advisory Services first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 15 quarters since.
  • LWM Advisory Services's JPMorgan Municipal ETF position peaked at $8.02M in Q4 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.