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 Q3	$628K	Sell	13,191 -589	-4%	-$29.1K	0.07%	58
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%	+$10K	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

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

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

Peterson Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 4.3% in Q3 2026, selling an estimated $29.1K and leaving 13,191 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #58.

Peterson Wealth Advisors first reported a position in JMUB in Q2 2024 and has held it in 10 quarters since. The position peaked at $699K in Q4 2025. 167 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Peterson Wealth Advisors held 13,191 shares of JPMorgan Municipal ETF worth $628K as of Q3 2026.
Peterson Wealth Advisors sold 589 JPMorgan Municipal ETF shares in Q3 2026, an estimated $29.1K.
JPMorgan Municipal ETF made up 0.07% of Peterson Wealth Advisors's portfolio in Q3 2026, its #58 holding.
Peterson Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 10 quarters since.
Peterson Wealth Advisors's JPMorgan Municipal ETF position peaked at $699K in Q4 2025.
167 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.