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Steward Partners Investment Advisory’s JPMorgan Municipal ETF JMUB Stock Holding History

Steward Partners Investment Advisory’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 		$3.77M Sell
74,512
-1,115
-1% -$56.1K 0.02% 663
2026
Q1 		$3.78M Buy
75,627
+2,760
+4% +$140K 0.02% 615
2025
Q4 		$3.68M Buy
72,867
+4,457
+7% +$225K 0.02% 569
2025
Q3 		$3.45M Sell
68,410
-3,190
-4% -$158K 0.02% 585
2025
Q2 		$3.55M Buy
71,600
+2,220
+3% +$110K 0.03% 517
2025
Q1 		$3.47M Buy
69,380
+1,082
+2% +$54.4K 0.03% 496
2024
Q4 		$3.43M Sell
68,298
-1,150
-2% -$58.2K 0.03% 476
2024
Q3 		$3.56M Buy
69,448
+177
+0.3% +$9.01K 0.03% 463
2024
Q2 		$3.49M Buy
69,271
+5,223
+8% +$263K 0.04% 429
2024
Q1 		$3.25M Buy
64,048
+7,113
+12% +$361K 0.04% 435
2023
Q4 		$2.9M Buy
56,935
+7,760
+16% +$382K 0.04% 410
2023
Q3 		$2.38M Buy
49,175
+357
+0.7% +$17.7K 0.04% 427
2023
Q2 		$2.45M Buy
48,818
+662
+1% +$33.3K 0.04% 422
2023
Q1 		$2.44M Buy
48,156
+36,195
+303% +$1.82M 0.04% 416
2022
Q4 		$594K Buy
+11,961
New +$586K 0.01% 834

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

Steward Partners Investment Advisory's JMUB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan Municipal ETF (JMUB) stake by 1.5% in Q2 2026, selling an estimated $56.1K and leaving 74,512 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #663.

Steward Partners Investment Advisory first reported a position in JMUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.78M in Q1 2026. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Steward Partners Investment Advisory held 74,512 shares of JPMorgan Municipal ETF worth $3.77M as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,115 JPMorgan Municipal ETF shares in Q2 2026, an estimated $56.1K.
  • JPMorgan Municipal ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #663 holding.
  • Steward Partners Investment Advisory first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's JPMorgan Municipal ETF position peaked at $3.78M in Q1 2026.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.