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Roberts Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Roberts 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 		$311K Buy
6,542
+1,153
+21% +$57K 0.07% 96
2026
Q2 		$273K Buy
5,389
+1,000
+23% +$50.3K 0.06% 104
2026
Q1 		$219K Buy
+4,389
New +$223K 0.06% 106

Other funds holding JMUB

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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

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

Roberts Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 21% in Q3 2026, buying an estimated $57K and bringing the position to 6,542 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #96.

Roberts Wealth Advisors first reported a position in JMUB in Q1 2026 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Roberts Wealth Advisors held 6,542 shares of JPMorgan Municipal ETF worth $311K as of Q3 2026.
  • Roberts Wealth Advisors bought 1,153 JPMorgan Municipal ETF shares in Q3 2026, an estimated $57K.
  • JPMorgan Municipal ETF made up 0.07% of Roberts Wealth Advisors's portfolio in Q3 2026, its #96 holding.
  • Roberts Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2026 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.