MWA
JMUB icon

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

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
CTA
Clear Trail Advisors Houston, Texas $655M AUM
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

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. 116 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.
  • 116 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.