Opal Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Opal Wealth 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 Q3	$2.88M	Sell	60,547 -2,202	-4%	-$109K	0.6%	23
2026 Q2	$3.18M	Buy	62,749 +2,335	+4%	+$118K	0.69%	20
2026 Q1	$3.02M	Sell	60,414 -32,184	-35%	-$1.63M	0.68%	20
2025 Q4	$4.68M	Sell	92,598 -860	-0.9%	-$43.5K	1.22%	11
2025 Q3	$4.72M	Buy	93,458 +35,973	+63%	+$1.79M	1.31%	11
2025 Q2	$2.85M	Buy	57,485 +41,739	+265%	+$2.06M	0.79%	18
2025 Q1	$787K	Sell	15,746 -244,088	-94%	-$12.3M	0.24%	47
2024 Q4	$13M	Buy	259,834 +26,756	+11%	+$1.35M	3.91%	6
2024 Q3	$11.9M	Sell	233,078 -4,657	-2%	-$237K	3.74%	6
2024 Q2	$12M	Sell	237,735 -46,337	-16%	-$2.33M	3.85%	5
2024 Q1	$14.4M	Sell	284,072 -1,321	-0.5%	-$67.1K	4.89%	5
2023 Q4	$14.5M	Buy	+285,393	New	+$14M	5.73%	4

Other funds holding JMUB

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Opal Wealth Advisors's JMUB Position: Q3 2026 in Review

Opal Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 3.5% in Q3 2026, selling an estimated $109K and leaving 60,547 shares worth $2.88M. The position accounts for 0.6% of the portfolio, ranked #23.

Opal Wealth Advisors first reported a position in JMUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q4 2023. 109 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Opal Wealth Advisors held 60,547 shares of JPMorgan Municipal ETF worth $2.88M as of Q3 2026.
Opal Wealth Advisors sold 2,202 JPMorgan Municipal ETF shares in Q3 2026, an estimated $109K.
JPMorgan Municipal ETF made up 0.6% of Opal Wealth Advisors's portfolio in Q3 2026, its #23 holding.
Opal Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 12 quarters since.
Opal Wealth Advisors's JPMorgan Municipal ETF position peaked at $14.5M in Q4 2023.
109 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.