Putney Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Putney Financial 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 Q2	$428K	Buy	+8,451	New	+$425K	0.39%	45

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

Putney Financial Group's JMUB Position: Q2 2026 in Review

Putney Financial Group opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2026: 8,451 shares worth $428K. The stake represents 0.39% of the portfolio and ranks #45 among its holdings.

511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Putney Financial Group held 8,451 shares of JPMorgan Municipal ETF worth $428K as of Q2 2026.
JPMorgan Municipal ETF was a new Putney Financial Group position in Q2 2026.
JPMorgan Municipal ETF made up 0.39% of Putney Financial Group's portfolio in Q2 2026, its #45 holding.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.