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Summit Financial Strategies’s JPMorgan Municipal ETF JMUB Stock Holding History

Summit Financial Strategies’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 		$8.37M Buy
175,855
+14,981
+9% +$741K 0.58% 22
2026
Q2 		$8.15M Buy
160,874
+3,385
+2% +$170K 0.57% 21
2026
Q1 		$7.87M Buy
157,489
+25,446
+19% +$1.29M 0.62% 21
2025
Q4 		$6.67M Buy
132,043
+12,192
+10% +$617K 0.55% 23
2025
Q3 		$6.05M Buy
119,851
+40,056
+50% +$1.99M 0.52% 23
2025
Q2 		$3.96M Sell
79,795
-19,335
-20% -$955K 0.37% 27
2025
Q1 		$4.96M Buy
99,130
+12,166
+14% +$611K 0.5% 23
2024
Q4 		$4.36M Buy
86,964
+5,055
+6% +$256K 0.48% 24
2024
Q3 		$4.2M Buy
81,909
+9,644
+13% +$491K 0.47% 24
2024
Q2 		$3.64M Buy
72,265
+68,319
+1,731% +$3.44M 0.45% 27
2024
Q1 		$200K Sell
3,946
-2,380
-38% -$121K 0.03% 143
2023
Q4 		$322K Buy
+6,326
New +$311K 0.05% 106

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Summit Financial Strategies's JMUB Position: Q3 2026 in Review

Summit Financial Strategies increased its JPMorgan Municipal ETF (JMUB) stake by 9.3% in Q3 2026, buying an estimated $741K and bringing the position to 175,855 shares worth $8.37M. The position accounts for 0.58% of the portfolio, ranked #22.

Summit Financial Strategies first reported a position in JMUB in Q4 2023 and has held it in 12 quarters since. 69 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Summit Financial Strategies held 175,855 shares of JPMorgan Municipal ETF worth $8.37M as of Q3 2026.
  • Summit Financial Strategies bought 14,981 JPMorgan Municipal ETF shares in Q3 2026, an estimated $741K.
  • JPMorgan Municipal ETF made up 0.58% of Summit Financial Strategies's portfolio in Q3 2026, its #22 holding.
  • Summit Financial Strategies first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 12 quarters since.
  • 69 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

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