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Merit Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Merit 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 		$6.88M Buy
135,791
+542
+0.4% +$27.3K 0.04% 343
2026
Q1 		$6.76M Sell
135,249
-172
-0.1% -$8.72K 0.05% 319
2025
Q4 		$6.84M Buy
135,421
+81,207
+150% +$4.11M 0.05% 275
2025
Q3 		$2.74M Buy
54,214
+9,457
+21% +$470K 0.03% 469
2025
Q2 		$2.22M Buy
+44,757
New +$2.21M 0.02% 487
2022
Q4 		– Sell
-7,008
Closed -$339K – 713
2022
Q3 		$339K Buy
+7,008
New +$352K 0.01% 416

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

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

Merit Financial Group increased its JPMorgan Municipal ETF (JMUB) stake by 0.4% in Q2 2026, buying an estimated $27.3K and bringing the position to 135,791 shares worth $6.88M. The position accounts for 0.04% of the portfolio, ranked #343.

Merit Financial Group first reported a position in JMUB in Q3 2022 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Merit Financial Group held 135,791 shares of JPMorgan Municipal ETF worth $6.88M as of Q2 2026.
  • Merit Financial Group bought 542 JPMorgan Municipal ETF shares in Q2 2026, an estimated $27.3K.
  • JPMorgan Municipal ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #343 holding.
  • Merit Financial Group first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 6 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.