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Millstone Evans Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Millstone Evans 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 		$30.1K Buy
594
+298
+101% +$15K 0.02% 449
2026
Q1 		$14.8K Hold
296
– – 0.01% 520
2025
Q4 		$14.9K Buy
+296
New +$15K 0.01% 500

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Millstone Evans Group's JMUB Position: Q2 2026 in Review

Millstone Evans Group increased its JPMorgan Municipal ETF (JMUB) stake by 101% in Q2 2026, buying an estimated $15K and bringing the position to 594 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #449.

Millstone Evans Group first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Millstone Evans Group held 594 shares of JPMorgan Municipal ETF worth $30.1K as of Q2 2026.
  • Millstone Evans Group bought 298 JPMorgan Municipal ETF shares in Q2 2026, an estimated $15K.
  • JPMorgan Municipal ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #449 holding.
  • Millstone Evans Group first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.