PDS Planning’s JPMorgan Municipal ETF JMUB Stock Holding History

PDS Planning’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	$390K	Sell	7,705 -236	-3%	-$11.9K	0.02%	348
2026 Q1	$397K	Sell	7,941 -700	-8%	-$35.5K	0.03%	315
2025 Q4	$436K	Buy	8,641 +78	+0.9%	+$3.95K	0.03%	286
2025 Q3	$432K	Sell	8,563 -521	-6%	-$25.9K	0.03%	281
2025 Q2	$451K	Buy	9,084 +81	+0.9%	+$4K	0.03%	257
2025 Q1	$450K	Buy	9,003 +73	+0.8%	+$3.67K	0.04%	224
2024 Q4	$448K	Buy	+8,930	New	+$452K	0.04%	208

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

PDS Planning's JMUB Position: Q2 2026 in Review

PDS Planning reduced its JPMorgan Municipal ETF (JMUB) stake by 3% in Q2 2026, selling an estimated $11.9K and leaving 7,705 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #348.

PDS Planning first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $451K in Q2 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

PDS Planning held 7,705 shares of JPMorgan Municipal ETF worth $390K as of Q2 2026.
PDS Planning sold 236 JPMorgan Municipal ETF shares in Q2 2026, an estimated $11.9K.
JPMorgan Municipal ETF made up 0.02% of PDS Planning's portfolio in Q2 2026, its #348 holding.
PDS Planning first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
PDS Planning's JPMorgan Municipal ETF position peaked at $451K in Q2 2025.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.