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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 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. 84 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.
  • 84 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.