Milestone Investment Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Milestone Investment Advisors’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	$552K	Hold	10,898	–	–	0.12%	64
2026 Q1	$545K	Buy	10,898 +295	+3%	+$15K	0.13%	62
2025 Q4	$535K	Sell	10,603 -1,756	-14%	-$88.8K	0.13%	62
2025 Q3	$624K	Sell	12,359 -5,715	-32%	-$284K	0.16%	56
2025 Q2	$897K	Buy	18,074 +5,222	+41%	+$258K	0.23%	51
2025 Q1	$643K	Buy	12,852 +2,996	+30%	+$151K	0.18%	56
2024 Q4	$494K	Buy	9,856 +48	+0.5%	+$2.43K	0.13%	59
2024 Q3	$503K	Buy	9,808 +167	+2%	+$8.5K	0.14%	59
2024 Q2	$486K	Buy	9,641 +3,522	+58%	+$177K	0.13%	56
2024 Q1	$310K	Buy	6,119 +2,000	+49%	+$102K	0.08%	67
2023 Q4	$210K	Buy	+4,119	New	+$203K	0.06%	69

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 22.9% 1-Year Est. Return

Milestone Investment Advisors's JMUB Position: Q2 2026 in Review

Milestone Investment Advisors held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 10,898 shares worth $552K. The position accounts for 0.12% of the portfolio, ranked #64.

Milestone Investment Advisors first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $897K in Q2 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Milestone Investment Advisors held 10,898 shares of JPMorgan Municipal ETF worth $552K as of Q2 2026.
Milestone Investment Advisors left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
JPMorgan Municipal ETF made up 0.12% of Milestone Investment Advisors's portfolio in Q2 2026, its #64 holding.
Milestone Investment Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
Milestone Investment Advisors's JPMorgan Municipal ETF position peaked at $897K in Q2 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.