Madison Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Madison Wealth Partners’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	$259K	Buy	5,119 +17	+0.3%	+$856	0.03%	236
2026 Q1	$255K	Buy	5,102 +16	+0.3%	+$811	0.04%	178
2025 Q4	$257K	Sell	5,086 -484	-9%	-$24.5K	0.05%	165
2025 Q3	$281K	Sell	5,570 -1,179	-17%	-$58.6K	0.06%	135
2025 Q2	$335K	Buy	6,749 +340	+5%	+$16.8K	0.07%	116
2025 Q1	$320K	Buy	6,409 +14	+0.2%	+$704	0.08%	112
2024 Q4	$321K	Buy	6,395 +2,085	+48%	+$106K	0.09%	113
2024 Q3	$221K	Buy	4,310 +110	+3%	+$5.6K	0.07%	141
2024 Q2	$212K	Buy	+4,200	New	+$211K	0.07%	124

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

Madison Wealth Partners's JMUB Position: Q2 2026 in Review

Madison Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 0.33% in Q2 2026, buying an estimated $856 and bringing the position to 5,119 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #236.

Madison Wealth Partners first reported a position in JMUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $335K in Q2 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Madison Wealth Partners held 5,119 shares of JPMorgan Municipal ETF worth $259K as of Q2 2026.
Madison Wealth Partners bought 17 JPMorgan Municipal ETF shares in Q2 2026, an estimated $856.
JPMorgan Municipal ETF made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #236 holding.
Madison Wealth Partners first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Madison Wealth Partners's JPMorgan Municipal ETF position peaked at $335K in Q2 2025.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.