Mills Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Mills Wealth 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	–	Sell	-42,956	Closed	-$2.15M	–	82
2026 Q1	$2.15M	Sell	42,956 -14,769	-26%	-$749K	0.75%	22
2025 Q4	$2.92M	Sell	57,725 -3,487	-6%	-$176K	1.15%	20
2025 Q3	$3.09M	Sell	61,212 -5,894	-9%	-$293K	1.26%	22
2025 Q2	$3.33M	Sell	67,106 -74,656	-53%	-$3.69M	1.53%	17
2025 Q1	$7.09M	Sell	141,762 -5,918	-4%	-$297K	3.76%	8
2024 Q4	$7.41M	Buy	147,680 +69,583	+89%	+$3.52M	4.21%	8
2024 Q3	$4M	Sell	78,097 -26,994	-26%	-$1.37M	2.76%	9
2024 Q2	$5.29M	Buy	105,091 +77,958	+287%	+$3.92M	3.78%	8
2024 Q1	$1.38M	Buy	+27,133	New	+$1.38M	1.01%	23

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

Mills Wealth Advisors's JMUB Position: Q2 2026 in Review

Mills Wealth Advisors sold out of JPMorgan Municipal ETF (JMUB) in Q2 2026, closing a stake of 42,956 shares — an estimated $2.15M sold.

Mills Wealth Advisors first reported a position in JMUB in Q1 2024 and held it in 9 quarters. The position peaked at $7.41M in Q4 2024. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Mills Wealth Advisors reported no remaining JPMorgan Municipal ETF position as of Q2 2026 after selling out during the quarter.
Mills Wealth Advisors sold 42,956 JPMorgan Municipal ETF shares in Q2 2026, an estimated $2.15M.
Mills Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and held it in 9 quarters.
Mills Wealth Advisors's JPMorgan Municipal ETF position peaked at $7.41M in Q4 2024.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.