Retirement Income Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History

Retirement Income Solutions’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	$6.98M	Sell	139,531 -1,955	-1%	-$98.4K	1.2%	14
2026 Q1	$7.07M	Sell	141,486 -881	-0.6%	-$44.7K	1.21%	13
2025 Q4	$7.19M	Buy	142,367 +10,871	+8%	+$550K	1.22%	13
2025 Q3	$6.64M	Buy	131,496 +4,793	+4%	+$238K	1.13%	16
2025 Q2	$6.29M	Buy	126,703 +465	+0.4%	+$23K	1.15%	16
2025 Q1	$6.31M	Buy	+126,238	New	+$6.34M	1.32%	12

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

Retirement Income Solutions's JMUB Position: Q2 2026 in Review

Retirement Income Solutions reduced its JPMorgan Municipal ETF (JMUB) stake by 1.4% in Q2 2026, selling an estimated $98.4K and leaving 139,531 shares worth $6.98M. The position accounts for 1.2% of the portfolio, ranked #14.

Retirement Income Solutions first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.19M in Q4 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Retirement Income Solutions held 139,531 shares of JPMorgan Municipal ETF worth $6.98M as of Q2 2026.
Retirement Income Solutions sold 1,955 JPMorgan Municipal ETF shares in Q2 2026, an estimated $98.4K.
JPMorgan Municipal ETF made up 1.2% of Retirement Income Solutions's portfolio in Q2 2026, its #14 holding.
Retirement Income Solutions first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
Retirement Income Solutions's JPMorgan Municipal ETF position peaked at $7.19M in Q4 2025.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.