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

Peterson 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	$698K	Sell	13,780 -60	-0.4%	-$3.02K	0.08%	54
2026 Q1	$692K	Sell	13,840 -9	-0.1%	-$456	0.09%	50
2025 Q4	$699K	Buy	13,849 +1,990	+17%	+$101K	0.09%	53
2025 Q3	$598K	Buy	11,859 +5,996	+102%	+$298K	0.09%	61
2025 Q2	$291K	Sell	5,863 -2,179	-27%	-$108K	0.05%	82
2025 Q1	$398K	Buy	8,042 +198	+3%	+$9.95K	0.08%	66
2024 Q4	$394K	Buy	7,844 +97	+1%	+$4.91K	0.07%	65
2024 Q3	$397K	Buy	7,747 +766	+11%	+$39K	0.08%	57
2024 Q2	$352K	Buy	+6,981	New	+$351K	0.07%	57

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

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

Peterson Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 0.43% in Q2 2026, selling an estimated $3.02K and leaving 13,780 shares worth $698K. The position accounts for 0.08% of the portfolio, ranked #54.

Peterson Wealth Advisors first reported a position in JMUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $699K in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Peterson Wealth Advisors held 13,780 shares of JPMorgan Municipal ETF worth $698K as of Q2 2026.
Peterson Wealth Advisors sold 60 JPMorgan Municipal ETF shares in Q2 2026, an estimated $3.02K.
JPMorgan Municipal ETF made up 0.08% of Peterson Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Peterson Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Peterson Wealth Advisors's JPMorgan Municipal ETF position peaked at $699K in Q4 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.