MFG
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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

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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 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. 99 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.
  • 99 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.