NWF Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

NWF Advisory Services’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 Q3	$708K	Sell	14,881 -10,244	-41%	-$507K	0.07%	180
2026 Q2	$1.27M	Buy	25,125 +2,777	+12%	+$140K	0.12%	126
2026 Q1	$1.12M	Sell	22,348 -1,969	-8%	-$100K	0.13%	122
2025 Q4	$1.23M	Buy	24,317 +4,091	+20%	+$207K	0.14%	114
2025 Q3	$1.02M	Buy	20,226 +2,803	+16%	+$139K	0.11%	130
2025 Q2	$865K	Sell	17,423 -5,997	-26%	-$296K	0.1%	143
2025 Q1	$1.17M	Sell	23,420 -6,164	-21%	-$310K	0.16%	100
2024 Q4	$1.49M	Sell	29,584 -9,199	-24%	-$466K	0.22%	74
2024 Q3	$1.99M	Sell	38,783 -7,545	-16%	-$384K	0.29%	69
2024 Q2	$2.33M	Buy	46,328 +3,189	+7%	+$160K	0.37%	60
2024 Q1	$2.19M	Buy	43,139 +7,876	+22%	+$400K	0.37%	57
2023 Q4	$1.8M	Buy	35,263 +7,870	+29%	+$387K	0.36%	58
2023 Q3	$1.32M	Buy	27,393 +4,891	+22%	+$243K	0.31%	62
2023 Q2	$1.13M	Hold	22,502	–	–	0.26%	76
2023 Q1	$1.13M	Buy	+22,502	New	+$1.13M	0.26%	76

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

NWF Advisory Services's JMUB Position: Q3 2026 in Review

NWF Advisory Services reduced its JPMorgan Municipal ETF (JMUB) stake by 41% in Q3 2026, selling an estimated $507K and leaving 14,881 shares worth $708K. The position accounts for 0.07% of the portfolio, ranked #180.

NWF Advisory Services first reported a position in JMUB in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.33M in Q2 2024. 152 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

NWF Advisory Services held 14,881 shares of JPMorgan Municipal ETF worth $708K as of Q3 2026.
NWF Advisory Services sold 10,244 JPMorgan Municipal ETF shares in Q3 2026, an estimated $507K.
JPMorgan Municipal ETF made up 0.07% of NWF Advisory Services's portfolio in Q3 2026, its #180 holding.
NWF Advisory Services first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's JPMorgan Municipal ETF position peaked at $2.33M in Q2 2024.
152 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.