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 Q3	$25.4M	Buy	533,104 +345,284	+184%	+$17.1M	3.86%	6
2026 Q2	$9.5M	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 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

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Oakwell Private Wealth Management's JMUB Position: Q3 2026 in Review

Oakwell Private Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 184% in Q3 2026, buying an estimated $17.1M and bringing the position to 533,104 shares worth $25.4M. The position accounts for 3.86% of the portfolio, ranked #6.

Oakwell Private Wealth Management first reported a position in JMUB in Q1 2025 and has held it in 7 quarters since. 332 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Oakwell Private Wealth Management held 533,104 shares of JPMorgan Municipal ETF worth $25.4M as of Q3 2026.
Oakwell Private Wealth Management bought 345,284 JPMorgan Municipal ETF shares in Q3 2026, an estimated $17.1M.
JPMorgan Municipal ETF made up 3.86% of Oakwell Private Wealth Management's portfolio in Q3 2026, its #6 holding.
Oakwell Private Wealth Management first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 7 quarters since.
332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.