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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
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

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return