Stone Summit Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Stone Summit Wealth’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 Q3	–	Sell	-5,256	Closed	-$266K	–	140
2026 Q2	$266K	Hold	5,256	–	–	0.07%	132
2026 Q1	$263K	Sell	5,256 -120	-2%	-$6.08K	0.07%	133
2025 Q4	$271K	Sell	5,376 -40	-0.7%	-$2.02K	0.07%	132
2025 Q3	$273K	Sell	5,416 -1,161	-18%	-$57.7K	0.08%	127
2025 Q2	$326K	Sell	6,577 -2,400	-27%	-$119K	0.1%	119
2025 Q1	$449K	Buy	8,977 +466	+5%	+$23.4K	0.15%	104
2024 Q4	$427K	Sell	8,511 -985	-10%	-$49.9K	0.14%	108
2024 Q3	$487K	Buy	9,496 +300	+3%	+$15.3K	0.16%	104
2024 Q2	$463K	Buy	9,196 +555	+6%	+$27.9K	0.17%	98
2024 Q1	$438K	Buy	8,641 +3,075	+55%	+$156K	0.15%	105
2023 Q4	$284K	Sell	5,566 -63	-1%	-$3.1K	0.11%	126
2023 Q3	$272K	Buy	+5,629	New	+$279K	0.12%	125

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Stone Summit Wealth's JMUB Position: Q3 2026 in Review

Stone Summit Wealth sold out of JPMorgan Municipal ETF (JMUB) in Q3 2026, closing a stake of 5,256 shares — an estimated $266K sold.

Stone Summit Wealth first reported a position in JMUB in Q3 2023 and held it in 12 quarters. The position peaked at $487K in Q3 2024. 125 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Stone Summit Wealth reported no remaining JPMorgan Municipal ETF position as of Q3 2026 after selling out during the quarter.
Stone Summit Wealth sold 5,256 JPMorgan Municipal ETF shares in Q3 2026, an estimated $266K.
Stone Summit Wealth first reported a position in JPMorgan Municipal ETF in Q3 2023 and held it in 12 quarters.
Stone Summit Wealth's JPMorgan Municipal ETF position peaked at $487K in Q3 2024.
125 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.