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Optima Capital’s JPMorgan Municipal ETF JMUB Stock Holding History

Optima Capital’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 		$526K Buy
10,378
+484
+5% +$24.4K 0.21% 92
2026
Q1 		$495K Buy
9,894
+1,550
+19% +$78.6K 0.23% 91
2025
Q4 		$422K Buy
8,344
+4
+0% +$202 0.18% 100
2025
Q3 		$421K Sell
8,340
-70
-0.8% -$3.48K 0.2% 98
2025
Q2 		$417K Buy
8,410
+355
+4% +$17.5K 0.22% 102
2025
Q1 		$403K Buy
8,055
+109
+1% +$5.48K 0.26% 91
2024
Q4 		$400K Buy
+7,946
New +$402K 0.28% 101

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Optima Capital's JMUB Position: Q2 2026 in Review

Optima Capital increased its JPMorgan Municipal ETF (JMUB) stake by 4.9% in Q2 2026, buying an estimated $24.4K and bringing the position to 10,378 shares worth $526K. The position accounts for 0.21% of the portfolio, ranked #92.

Optima Capital first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Optima Capital held 10,378 shares of JPMorgan Municipal ETF worth $526K as of Q2 2026.
  • Optima Capital bought 484 JPMorgan Municipal ETF shares in Q2 2026, an estimated $24.4K.
  • JPMorgan Municipal ETF made up 0.21% of Optima Capital's portfolio in Q2 2026, its #92 holding.
  • Optima Capital first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
  • 170 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.