Mather Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Mather 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	$26.2M	Buy	516,975 +41,722	+9%	+$2.1M	0.23%	51
2026 Q1	$23.8M	Buy	475,253 +20,604	+5%	+$1.04M	0.24%	47
2025 Q4	$23M	Buy	454,649 +30,238	+7%	+$1.53M	0.24%	46
2025 Q3	$21.4M	Buy	424,411 +58,770	+16%	+$2.92M	0.22%	49
2025 Q2	$18.2M	Buy	365,641 +179,685	+97%	+$8.88M	0.19%	51
2025 Q1	$9.3M	Buy	185,956 +58,558	+46%	+$2.94M	0.11%	83
2024 Q4	$6.39M	Buy	127,398 +22,530	+21%	+$1.14M	0.08%	100
2024 Q3	$5.38M	Buy	+104,868	New	+$5.34M	0.07%	108

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

Mather Group's JMUB Position: Q2 2026 in Review

Mather Group increased its JPMorgan Municipal ETF (JMUB) stake by 8.8% in Q2 2026, buying an estimated $2.1M and bringing the position to 516,975 shares worth $26.2M. The position accounts for 0.23% of the portfolio, ranked #51.

Mather Group first reported a position in JMUB in Q3 2024 and has held it in 8 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Mather Group held 516,975 shares of JPMorgan Municipal ETF worth $26.2M as of Q2 2026.
Mather Group bought 41,722 JPMorgan Municipal ETF shares in Q2 2026, an estimated $2.1M.
JPMorgan Municipal ETF made up 0.23% of Mather Group's portfolio in Q2 2026, its #51 holding.
Mather Group first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 8 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.