Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Obermeyer 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
Q3 		$4.63M Buy
97,215
+23,000
+31% +$1.14M 0.18% 47
2026
Q2 		$3.76M Buy
74,215
+18,015
+32% +$907K 0.15% 53
2026
Q1 		$2.81M Buy
56,200
+35,450
+171% +$1.8M 0.13% 65
2025
Q4 		$1.05M Buy
+20,750
New +$1.05M 0.05% 110

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Obermeyer Wealth Partners's JMUB Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 31% in Q3 2026, buying an estimated $1.14M and bringing the position to 97,215 shares worth $4.63M. The position accounts for 0.18% of the portfolio, ranked #47.

Obermeyer Wealth Partners first reported a position in JMUB in Q4 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Obermeyer Wealth Partners held 97,215 shares of JPMorgan Municipal ETF worth $4.63M as of Q3 2026.
  • Obermeyer Wealth Partners bought 23,000 JPMorgan Municipal ETF shares in Q3 2026, an estimated $1.14M.
  • JPMorgan Municipal ETF made up 0.18% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Obermeyer Wealth Partners first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.