Northwest Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Northwest Financial 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	$207K	Sell	4,080 -305	-7%	-$15.4K	0.03%	88
2026 Q1	$219K	Buy	+4,385	New	+$222K	0.42%	62
2024 Q4	–	Sell	-1,755	Closed	-$90K	–	336
2024 Q3	$90K	Buy	+1,755	New	+$89.3K	0.07%	167
2024 Q1	–	Sell	-47,429	Closed	-$2.42M	–	311
2023 Q4	$2.42M	Buy	+47,429	New	+$2.33M	2.05%	8

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwest Financial Advisors's JMUB Position: Q2 2026 in Review

Northwest Financial Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 7% in Q2 2026, selling an estimated $15.4K and leaving 4,080 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #88.

Northwest Financial Advisors first reported a position in JMUB in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.42M in Q4 2023. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Northwest Financial Advisors held 4,080 shares of JPMorgan Municipal ETF worth $207K as of Q2 2026.
Northwest Financial Advisors sold 305 JPMorgan Municipal ETF shares in Q2 2026, an estimated $15.4K.
JPMorgan Municipal ETF made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #88 holding.
Northwest Financial Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 4 quarters since.
Northwest Financial Advisors's JPMorgan Municipal ETF position peaked at $2.42M in Q4 2023.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.