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Mallini Complete Financial Planning’s JPMorgan Municipal ETF JMUB Stock Holding History

Mallini Complete Financial Planning’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 		$537K Hold
10,600
– – 0.38% 22
2026
Q1 		$530K Hold
10,600
– – 0.42% 19
2025
Q4 		$535K Hold
10,600
– – 0.43% 21
2025
Q3 		$535K Hold
10,600
– – 0.44% 21
2025
Q2 		$526K Hold
10,600
– – 0.67% 20
2025
Q1 		$530K Hold
10,600
– – 0.51% 19
2024
Q4 		$532K Buy
+10,600
New +$537K 0.5% 18

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

Mallini Complete Financial Planning's JMUB Position: Q2 2026 in Review

Mallini Complete Financial Planning held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 10,600 shares worth $537K. The position accounts for 0.38% of the portfolio, ranked #22.

Mallini Complete Financial Planning first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Mallini Complete Financial Planning held 10,600 shares of JPMorgan Municipal ETF worth $537K as of Q2 2026.
  • Mallini Complete Financial Planning left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
  • JPMorgan Municipal ETF made up 0.38% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Mallini Complete Financial Planning first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.