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Robertson Stephens Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Robertson Stephens Wealth Management’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 		$2.51M Buy
49,506
+7,121
+17% +$359K 0.06% 194
2026
Q1 		$2.12M Buy
42,385
+6,197
+17% +$314K 0.06% 203
2025
Q4 		$1.83M Buy
36,188
+103
+0.3% +$5.21K 0.05% 226
2025
Q3 		$1.82M Buy
36,085
+5,049
+16% +$251K 0.06% 190
2025
Q2 		$1.54M Buy
+31,036
New +$1.53M 0.05% 218

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robertson Stephens Wealth Management's JMUB Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 17% in Q2 2026, buying an estimated $359K and bringing the position to 49,506 shares worth $2.51M. The position accounts for 0.06% of the portfolio, ranked #194.

Robertson Stephens Wealth Management first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Robertson Stephens Wealth Management held 49,506 shares of JPMorgan Municipal ETF worth $2.51M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 7,121 JPMorgan Municipal ETF shares in Q2 2026, an estimated $359K.
  • JPMorgan Municipal ETF made up 0.06% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Robertson Stephens Wealth Management first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.