McCarter Private Wealth Services’s JPMorgan Municipal ETF JMUB Stock Holding History

McCarter Private Wealth Services’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	$3M	Buy	+59,253	New	+$2.98M	1.04%	34

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

McCarter Private Wealth Services's JMUB Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2026: 59,253 shares worth $3M. The stake represents 1.04% of the portfolio and ranks #34 among its holdings.

510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

McCarter Private Wealth Services held 59,253 shares of JPMorgan Municipal ETF worth $3M as of Q2 2026.
JPMorgan Municipal ETF was a new McCarter Private Wealth Services position in Q2 2026.
JPMorgan Municipal ETF made up 1.04% of McCarter Private Wealth Services's portfolio in Q2 2026, its #34 holding.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.