StrongBox Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

StrongBox 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 Q2	$263K	Hold	5,184	–	–	0.07%	90
2026 Q1	$259K	Sell	5,184 -12,963	-71%	-$657K	0.08%	85
2025 Q4	$916K	Buy	18,147 +2,010	+12%	+$102K	0.3%	52
2025 Q3	$814K	Sell	16,137 -510	-3%	-$25.3K	0.28%	54
2025 Q2	$826K	Buy	16,647 +1,200	+8%	+$59.3K	0.31%	52
2025 Q1	$772K	Buy	15,447 +200	+1%	+$10.1K	0.32%	54
2024 Q4	$765K	Buy	15,247 +7,947	+109%	+$402K	0.32%	49
2024 Q3	$374K	Buy	+7,300	New	+$371K	0.16%	69

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

StrongBox Wealth's JMUB Position: Q2 2026 in Review

StrongBox Wealth held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 5,184 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #90.

StrongBox Wealth first reported a position in JMUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $916K in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

StrongBox Wealth held 5,184 shares of JPMorgan Municipal ETF worth $263K as of Q2 2026.
StrongBox Wealth left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
JPMorgan Municipal ETF made up 0.07% of StrongBox Wealth's portfolio in Q2 2026, its #90 holding.
StrongBox Wealth first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 8 quarters since.
StrongBox Wealth's JPMorgan Municipal ETF position peaked at $916K in Q4 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.