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Smallwood Wealth Investment Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Smallwood Wealth Investment 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 		$911 Buy
18
+2
+13% +$101 ﹤0.01% 440
2026
Q1 		$799 Buy
16
+6
+60% +$304 ﹤0.01% 445
2025
Q4 		$505 Buy
10
+3
+43% +$152 ﹤0.01% 449
2025
Q3 		$353 Buy
7
+1
+17% +$50 ﹤0.01% 465
2025
Q2 		$297 Buy
+6
New +$296 ﹤0.01% 519

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
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
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Smallwood Wealth Investment Management's JMUB Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its JPMorgan Municipal ETF (JMUB) stake by 13% in Q2 2026, buying an estimated $101 and bringing the position to 18 shares worth $911. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Smallwood Wealth Investment Management first reported a position in JMUB in Q2 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Smallwood Wealth Investment Management held 18 shares of JPMorgan Municipal ETF worth $911 as of Q2 2026.
  • Smallwood Wealth Investment Management bought 2 JPMorgan Municipal ETF shares in Q2 2026, an estimated $101.
  • JPMorgan Municipal ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #440 holding.
  • Smallwood Wealth Investment Management first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.