Private Wealth Management Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Private Wealth Management Group’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	$6.8M	Buy	142,847 +42,401	+42%	+$2.1M	1.53%	16
2026 Q2	$5.09M	Buy	100,446 +2,296	+2%	+$116K	1.18%	19
2026 Q1	$4.91M	Buy	98,150 +4,734	+5%	+$240K	1.29%	19
2025 Q4	$4.72M	Buy	93,416 +6,137	+7%	+$310K	1.26%	19
2025 Q3	$4.4M	Buy	87,279 +12,700	+17%	+$631K	1.21%	21
2025 Q2	$3.7M	Buy	74,579 +57,933	+348%	+$2.86M	1.23%	19
2025 Q1	$832K	Buy	16,646 +3,231	+24%	+$162K	0.31%	39
2024 Q4	$673K	Buy	+13,415	New	+$679K	0.26%	42

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

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

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Private Wealth Management Group's JMUB Position: Q3 2026 in Review

Private Wealth Management Group increased its JPMorgan Municipal ETF (JMUB) stake by 42% in Q3 2026, buying an estimated $2.1M and bringing the position to 142,847 shares worth $6.8M. The position accounts for 1.53% of the portfolio, ranked #16.

Private Wealth Management Group first reported a position in JMUB in Q4 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Private Wealth Management Group held 142,847 shares of JPMorgan Municipal ETF worth $6.8M as of Q3 2026.
Private Wealth Management Group bought 42,401 JPMorgan Municipal ETF shares in Q3 2026, an estimated $2.1M.
JPMorgan Municipal ETF made up 1.53% of Private Wealth Management Group's portfolio in Q3 2026, its #16 holding.
Private Wealth Management Group first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 8 quarters since.
109 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.