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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stone Summit Wealth's JMUB Position: Q1 2026 in Review

Stone Summit Wealth reduced its JPMorgan Municipal ETF (JMUB) stake by 2.2% in Q1 2026, selling an estimated $6.08K and leaving 5,256 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #133.

Stone Summit Wealth first reported a position in JMUB in Q3 2023 and has held it in 11 quarters since. The position peaked at $487K in Q3 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Stone Summit Wealth held 5,256 shares of JPMorgan Municipal ETF worth $263K as of Q1 2026.
Stone Summit Wealth sold 120 JPMorgan Municipal ETF shares in Q1 2026, an estimated $6.08K.
JPMorgan Municipal ETF made up 0.07% of Stone Summit Wealth's portfolio in Q1 2026, its #133 holding.
Stone Summit Wealth first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 11 quarters since.
Stone Summit Wealth's JPMorgan Municipal ETF position peaked at $487K in Q3 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.