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Moneta Group Investment Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Moneta Group 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 		$4.81M Sell
94,998
-6,776
-7% -$341K 0.04% 195
2026
Q1 		$5.09M Buy
101,774
+4,234
+4% +$215K 0.04% 168
2025
Q4 		$4.93M Buy
97,540
+9,764
+11% +$494K 0.04% 166
2025
Q3 		$4.43M Buy
+87,776
New +$4.36M 0.04% 172

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
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

Moneta Group Investment Advisors's JMUB Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 6.7% in Q2 2026, selling an estimated $341K and leaving 94,998 shares worth $4.81M. The position accounts for 0.04% of the portfolio, ranked #195.

Moneta Group Investment Advisors first reported a position in JMUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.09M in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Moneta Group Investment Advisors held 94,998 shares of JPMorgan Municipal ETF worth $4.81M as of Q2 2026.
  • Moneta Group Investment Advisors sold 6,776 JPMorgan Municipal ETF shares in Q2 2026, an estimated $341K.
  • JPMorgan Municipal ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #195 holding.
  • Moneta Group Investment Advisors first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's JPMorgan Municipal ETF position peaked at $5.09M in Q1 2026.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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