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Oak Harbor Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Oak Harbor Wealth Partners’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 		$128K Sell
2,529
-1,332
-34% -$67.1K 0.05% 157
2026
Q1 		$193K Buy
3,861
+1,377
+55% +$69.8K 0.05% 193
2025
Q4 		$125K Buy
+2,484
New +$126K 0.03% 204

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

Oak Harbor Wealth Partners's JMUB Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its JPMorgan Municipal ETF (JMUB) stake by 34% in Q2 2026, selling an estimated $67.1K and leaving 2,529 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #157.

Oak Harbor Wealth Partners first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $193K in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Oak Harbor Wealth Partners held 2,529 shares of JPMorgan Municipal ETF worth $128K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 1,332 JPMorgan Municipal ETF shares in Q2 2026, an estimated $67.1K.
  • JPMorgan Municipal ETF made up 0.05% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Oak Harbor Wealth Partners first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Oak Harbor Wealth Partners's JPMorgan Municipal ETF position peaked at $193K in Q1 2026.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.