Spire Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Spire 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	$1.73M	Buy	34,228 +927	+3%	+$46.7K	0.05%	298
2026 Q1	$1.66M	Buy	33,301 +3,041	+10%	+$154K	0.06%	295
2025 Q4	$1.53M	Buy	30,260 +29,075	+2,454%	+$1.47M	0.05%	313
2025 Q3	$59.8K	Sell	1,185 -4,501	-79%	-$224K	﹤0.01%	1174
2025 Q2	$282K	Buy	5,686 +5,666	+28,330%	+$280K	0.01%	672
2025 Q1	$1K	Hold	20	–	–	﹤0.01%	2390
2024 Q4	$1K	Hold	20	–	–	﹤0.01%	2371
2024 Q3	$1.02K	Hold	20	–	–	﹤0.01%	2093
2024 Q2	$1.01K	Hold	20	–	–	﹤0.01%	2121
2024 Q1	$1.01K	Hold	20	–	–	﹤0.01%	2202
2023 Q4	$1.01K	Hold	20	–	–	﹤0.01%	2262
2023 Q3	$967	Hold	20	–	–	﹤0.01%	2257
2023 Q2	$1K	Buy	+20	New	+$1.01K	﹤0.01%	2306
2022 Q2	–	Sell	-856	Closed	-$44K	–	2756
2022 Q1	$44K	Buy	+856	New	+$45.5K	﹤0.01%	1498

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

Spire Wealth Management's JMUB Position: Q2 2026 in Review

Spire Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 2.8% in Q2 2026, buying an estimated $46.7K and bringing the position to 34,228 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #298.

Spire Wealth Management first reported a position in JMUB in Q1 2022 and has held it in 14 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Spire Wealth Management held 34,228 shares of JPMorgan Municipal ETF worth $1.73M as of Q2 2026.
Spire Wealth Management bought 927 JPMorgan Municipal ETF shares in Q2 2026, an estimated $46.7K.
JPMorgan Municipal ETF made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #298 holding.
Spire Wealth Management first reported a position in JPMorgan Municipal ETF in Q1 2022 and has held it in 14 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.