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Millington Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Millington Financial 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 		$236K Hold
4,700
– – 0.09% 115
2026
Q1 		$238K Hold
4,700
– – 0.1% 106
2025
Q4 		$239K Buy
+4,700
New +$238K 0.11% 104

Other funds holding JMUB

JP Morgan Chase
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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

Millington Financial Advisors's JMUB Position: Q2 2026 in Review

Millington Financial Advisors held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 4,700 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #115.

Millington Financial Advisors first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Millington Financial Advisors held 4,700 shares of JPMorgan Municipal ETF worth $236K as of Q2 2026.
  • Millington Financial Advisors left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
  • JPMorgan Municipal ETF made up 0.09% of Millington Financial Advisors's portfolio in Q2 2026, its #115 holding.
  • Millington Financial Advisors first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Millington Financial Advisors's JPMorgan Municipal ETF position peaked at $239K in Q4 2025.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.