Oakwell Private Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Oakwell Private Wealth Management’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	$9.51M	Buy	187,820 +13,366	+8%	+$673K	1.58%	14
2026 Q1	$8.72M	Buy	174,454 +5,931	+4%	+$301K	1.56%	13
2025 Q4	$8.51M	Buy	168,523 +7,507	+5%	+$380K	1.59%	14
2025 Q3	$8.13M	Buy	161,016 +10,849	+7%	+$539K	1.63%	13
2025 Q2	$7.45M	Buy	150,167 +6,894	+5%	+$341K	1.72%	12
2025 Q1	$7.16M	Buy	+143,273	New	+$7.2M	1.98%	12

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

Oakwell Private Wealth Management's JMUB Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 7.7% in Q2 2026, buying an estimated $673K and bringing the position to 187,820 shares worth $9.51M. The position accounts for 1.58% of the portfolio, ranked #14.

Oakwell Private Wealth Management first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Oakwell Private Wealth Management held 187,820 shares of JPMorgan Municipal ETF worth $9.51M as of Q2 2026.
Oakwell Private Wealth Management bought 13,366 JPMorgan Municipal ETF shares in Q2 2026, an estimated $673K.
JPMorgan Municipal ETF made up 1.58% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #14 holding.
Oakwell Private Wealth Management first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.