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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
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 +$9.76M 1.32% 15

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Magnus Financial Group's JMUB Position: Q2 2026 in Review

Magnus Financial Group increased its JPMorgan Municipal ETF (JMUB) stake by 4.6% in Q2 2026, buying an estimated $638K and bringing the position to 289,678 shares worth $14.7M. The position accounts for 1.04% of the portfolio, ranked #22.

Magnus Financial Group first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.9M in Q1 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Magnus Financial Group held 289,678 shares of JPMorgan Municipal ETF worth $14.7M as of Q2 2026.
  • Magnus Financial Group bought 12,674 JPMorgan Municipal ETF shares in Q2 2026, an estimated $638K.
  • JPMorgan Municipal ETF made up 1.04% of Magnus Financial Group's portfolio in Q2 2026, its #22 holding.
  • Magnus Financial Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • Magnus Financial Group's JPMorgan Municipal ETF position peaked at $17.9M in Q1 2025.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.