NW
JMUB icon

NewEdge Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

NewEdge Wealth’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 		$5.37M Buy
106,023
+18,169
+21% +$915K 0.05% 224
2026
Q1 		$4.39M Sell
87,854
-11,940
-12% -$605K 0.05% 242
2025
Q4 		$5.04M Buy
99,794
+14,169
+17% +$717K 0.06% 230
2025
Q3 		$4.33M Buy
85,625
+24,234
+39% +$1.2M 0.06% 234
2025
Q2 		$3.03M Buy
61,391
+24,403
+66% +$1.21M 0.05% 294
2025
Q1 		$1.85M Sell
36,988
-2,595
-7% -$130K 0.03% 361
2024
Q4 		$1.99M Buy
39,583
+10,245
+35% +$519K 0.03% 357
2024
Q3 		$1.5M Buy
29,338
+660
+2% +$33.6K 0.03% 393
2024
Q2 		$1.44M Buy
28,678
+4,890
+21% +$246K 0.03% 364
2024
Q1 		$1.19M Buy
23,788
+2,300
+11% +$117K 0.03% 401
2023
Q4 		$1.1M Sell
21,488
-6,710
-24% -$330K 0.03% 382
2023
Q3 		$1.36M Buy
28,198
+3,153
+13% +$156K 0.04% 313
2023
Q2 		$1.26M Buy
+25,045
New +$1.26M 0.04% 320

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

NewEdge Wealth's JMUB Position: Q2 2026 in Review

NewEdge Wealth increased its JPMorgan Municipal ETF (JMUB) stake by 21% in Q2 2026, buying an estimated $915K and bringing the position to 106,023 shares worth $5.37M. The position accounts for 0.05% of the portfolio, ranked #224.

NewEdge Wealth first reported a position in JMUB in Q2 2023 and has held it in 13 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • NewEdge Wealth held 106,023 shares of JPMorgan Municipal ETF worth $5.37M as of Q2 2026.
  • NewEdge Wealth bought 18,169 JPMorgan Municipal ETF shares in Q2 2026, an estimated $915K.
  • JPMorgan Municipal ETF made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #224 holding.
  • NewEdge Wealth first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 13 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.