Magnus Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Magnus Financial Group’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 Q3	$15.2M	Buy	320,495 +30,817	+11%	+$1.52M	1.02%	23
2026 Q2	$14.7M	Buy	289,678 +12,674	+5%	+$638K	1.04%	22
2026 Q1	$13.8M	Buy	277,004 +8,241	+3%	+$418K	1.12%	22
2025 Q4	$13.6M	Buy	268,763 +10,761	+4%	+$544K	1.04%	23
2025 Q3	$13M	Sell	258,002 -91,107	-26%	-$4.53M	1.03%	22
2025 Q2	$17.3M	Sell	349,109 -8,211	-2%	-$406K	1.52%	11
2025 Q1	$17.9M	Buy	357,320 +5,400	+2%	+$271K	1.73%	11
2024 Q4	$17.6M	Buy	351,920 +29,728	+9%	+$1.51M	1.7%	12
2024 Q3	$16.5M	Buy	322,192 +105,360	+49%	+$5.36M	1.68%	11
2024 Q2	$10.9M	Buy	216,832 +1,176	+0.5%	+$59.2K	1.23%	22
2024 Q1	$10.9M	Buy	215,656 +17,188	+9%	+$873K	1.3%	18
2023 Q4	$10.1M	Buy	+198,468	New	+$9.8M	1.32%	15

Other funds holding JMUB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Magnus Financial Group's JMUB Position: Q3 2026 in Review

Magnus Financial Group increased its JPMorgan Municipal ETF (JMUB) stake by 11% in Q3 2026, buying an estimated $1.52M and bringing the position to 320,495 shares worth $15.2M. The position accounts for 1.02% of the portfolio, ranked #23.

Magnus Financial Group first reported a position in JMUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q1 2025. 352 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Magnus Financial Group held 320,495 shares of JPMorgan Municipal ETF worth $15.2M as of Q3 2026.
Magnus Financial Group bought 30,817 JPMorgan Municipal ETF shares in Q3 2026, an estimated $1.52M.
JPMorgan Municipal ETF made up 1.02% of Magnus Financial Group's portfolio in Q3 2026, its #23 holding.
Magnus Financial Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 12 quarters since.
Magnus Financial Group's JPMorgan Municipal ETF position peaked at $17.9M in Q1 2025.
352 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Magnus Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.