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 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

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

Opal Wealth Advisors's JMUB Position: Q2 2026 in Review

Opal Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 3.9% in Q2 2026, buying an estimated $118K and bringing the position to 62,749 shares worth $3.18M. The position accounts for 0.69% of the portfolio, ranked #20.

Opal Wealth Advisors first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q4 2023. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Opal Wealth Advisors held 62,749 shares of JPMorgan Municipal ETF worth $3.18M as of Q2 2026.
Opal Wealth Advisors bought 2,335 JPMorgan Municipal ETF shares in Q2 2026, an estimated $118K.
JPMorgan Municipal ETF made up 0.69% of Opal Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Opal Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
Opal Wealth Advisors's JPMorgan Municipal ETF position peaked at $14.5M in Q4 2023.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.