Resonant Capital Advisors
JMUB icon

Resonant Capital Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Resonant Capital 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 		$13.7M Buy
287,986
+209,763
+268% +$10.4M 0.66% 37
2026
Q2 		$3.96M Hold
78,223
– – 0.19% 88
2026
Q1 		$3.91M Sell
78,223
-2,140
-3% -$108K 0.21% 80
2025
Q4 		$4.07M Buy
80,363
+1,384
+2% +$70K 0.22% 72
2025
Q3 		$3.99M Buy
78,979
+57
+0.1% +$2.83K 0.23% 75
2025
Q2 		$3.92M Sell
78,922
-9,656
-11% -$477K 0.25% 76
2025
Q1 		$4.43M Buy
88,578
+5,142
+6% +$258K 0.31% 63
2024
Q4 		$4.19M Buy
83,436
+15,287
+22% +$774K 0.31% 68
2024
Q3 		$3.49M Hold
68,149
– – 0.26% 76
2024
Q2 		$3.43M Sell
68,149
-8,020
-11% -$403K 0.28% 74
2024
Q1 		$3.86M Buy
76,169
+449
+0.6% +$22.8K 0.33% 66
2023
Q4 		$3.86M Buy
75,720
+10,351
+16% +$509K 0.37% 59
2023
Q3 		$3.16M Buy
65,369
+4,616
+8% +$229K 0.34% 67
2023
Q2 		$3.05M Sell
60,753
-582
-0.9% -$29.3K 0.33% 69
2023
Q1 		$3.11M Hold
61,335
– – 0.35% 70
2022
Q4 		$3.05M Sell
61,335
-54,803
-47% -$2.69M 0.38% 68
2022
Q3 		$5.62M Sell
116,138
-16,485
-12% -$827K 0.85% 28
2022
Q2 		$6.62M Buy
132,623
+22,909
+21% +$1.15M 1.03% 22
2022
Q1 		$5.63M Buy
+109,714
New +$5.83M 0.83% 27

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Resonant Capital Advisors's JMUB Position: Q3 2026 in Review

Resonant Capital Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 268% in Q3 2026, buying an estimated $10.4M and bringing the position to 287,986 shares worth $13.7M. The position accounts for 0.66% of the portfolio, ranked #37.

Resonant Capital Advisors first reported a position in JMUB in Q1 2022 and has held it in 19 quarters since. 332 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Resonant Capital Advisors held 287,986 shares of JPMorgan Municipal ETF worth $13.7M as of Q3 2026.
  • Resonant Capital Advisors bought 209,763 JPMorgan Municipal ETF shares in Q3 2026, an estimated $10.4M.
  • JPMorgan Municipal ETF made up 0.66% of Resonant Capital Advisors's portfolio in Q3 2026, its #37 holding.
  • Resonant Capital Advisors first reported a position in JPMorgan Municipal ETF in Q1 2022 and has held it in 19 quarters since.
  • 332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Resonant Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.