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Sequoia Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Sequoia Financial 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
Q2 		$7.3M Sell
144,042
-64,663
-31% -$3.26M 0.04% 275
2026
Q1 		$10.4M Buy
208,705
+14,723
+8% +$746K 0.06% 203
2025
Q4 		$9.8M Sell
193,982
-6,464
-3% -$327K 0.05% 210
2025
Q3 		$10.1M Buy
200,446
+163,287
+439% +$8.11M 0.06% 197
2025
Q2 		$1.84M Buy
37,159
+4,865
+15% +$240K 0.01% 496
2025
Q1 		$1.61M Sell
32,294
-59,874
-65% -$3.01M 0.01% 484
2024
Q4 		$4.62M Buy
92,168
+66,738
+262% +$3.38M 0.04% 262
2024
Q3 		$1.3M Sell
25,430
-4,434
-15% -$226K 0.01% 468
2024
Q2 		$1.5M Sell
29,864
-7,350
-20% -$370K 0.02% 394
2024
Q1 		$1.89M Sell
37,214
-50,329
-57% -$2.56M 0.02% 336
2023
Q4 		$4.46M Buy
87,543
+37,089
+74% +$1.82M 0.06% 220
2023
Q3 		$2.44M Sell
50,454
-3,161
-6% -$157K 0.04% 209
2023
Q2 		$2.69M Sell
53,615
-7,249
-12% -$365K 0.05% 205
2023
Q1 		$3.08M Sell
60,864
-40,237
-40% -$2.03M 0.07% 172
2022
Q4 		$5.02M Buy
+101,101
New +$4.96M 0.12% 138

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sequoia Financial Advisors's JMUB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 31% in Q2 2026, selling an estimated $3.26M and leaving 144,042 shares worth $7.3M. The position accounts for 0.04% of the portfolio, ranked #275.

Sequoia Financial Advisors first reported a position in JMUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q1 2026. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Sequoia Financial Advisors held 144,042 shares of JPMorgan Municipal ETF worth $7.3M as of Q2 2026.
  • Sequoia Financial Advisors sold 64,663 JPMorgan Municipal ETF shares in Q2 2026, an estimated $3.26M.
  • JPMorgan Municipal ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #275 holding.
  • Sequoia Financial Advisors first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's JPMorgan Municipal ETF position peaked at $10.4M in Q1 2026.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.