OneDigital Investment Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

OneDigital Investment Advisors’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	$13.5M	Buy	267,138 +74,683	+39%	+$3.76M	0.11%	163
2026 Q1	$9.62M	Sell	192,455 -5,593	-3%	-$284K	0.09%	178
2025 Q4	$10M	Buy	198,048 +73,153	+59%	+$3.7M	0.1%	173
2025 Q3	$6.3M	Buy	124,895 +90,145	+259%	+$4.48M	0.06%	224
2025 Q2	$1.72M	Buy	+34,750	New	+$1.72M	0.02%	470

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

OneDigital Investment Advisors's JMUB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 39% in Q2 2026, buying an estimated $3.76M and bringing the position to 267,138 shares worth $13.5M. The position accounts for 0.11% of the portfolio, ranked #163.

OneDigital Investment Advisors first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

OneDigital Investment Advisors held 267,138 shares of JPMorgan Municipal ETF worth $13.5M as of Q2 2026.
OneDigital Investment Advisors bought 74,683 JPMorgan Municipal ETF shares in Q2 2026, an estimated $3.76M.
JPMorgan Municipal ETF made up 0.11% of OneDigital Investment Advisors's portfolio in Q2 2026, its #163 holding.
OneDigital Investment Advisors first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.