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Moss Adams Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Moss Adams 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 		$4.69M Buy
92,638
+35,967
+63% +$1.81M 0.29% 30
2026
Q1 		$2.83M Buy
56,671
+27,762
+96% +$1.41M 0.21% 36
2025
Q4 		$1.46M Buy
+28,909
New +$1.46M 0.11% 60

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Moss Adams Wealth Advisors's JMUB Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 63% in Q2 2026, buying an estimated $1.81M and bringing the position to 92,638 shares worth $4.69M. The position accounts for 0.29% of the portfolio, ranked #30.

Moss Adams Wealth Advisors first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Moss Adams Wealth Advisors held 92,638 shares of JPMorgan Municipal ETF worth $4.69M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 35,967 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.81M.
  • JPMorgan Municipal ETF made up 0.29% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Moss Adams Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.