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Sterling Investment Advisors (Pennsylvania)’s JPMorgan Municipal ETF JMUB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$2.57M Buy
50,800
+20,000
+65% +$1.01M 0.43% 69
2026
Q1 		$1.54M Buy
30,800
+14,800
+93% +$750K 0.28% 81
2025
Q4 		$808K Buy
+16,000
New +$810K 0.15% 105

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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s JMUB Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its JPMorgan Municipal ETF (JMUB) stake by 65% in Q2 2026, buying an estimated $1.01M and bringing the position to 50,800 shares worth $2.57M. The position accounts for 0.43% of the portfolio, ranked #69.

Sterling Investment Advisors (Pennsylvania) first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 50,800 shares of JPMorgan Municipal ETF worth $2.57M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 20,000 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.01M.
  • JPMorgan Municipal ETF made up 0.43% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #69 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.