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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial Strategies's JMUB Position: Q2 2026 in Review

Summit Financial Strategies increased its JPMorgan Municipal ETF (JMUB) stake by 2.1% in Q2 2026, buying an estimated $170K and bringing the position to 160,874 shares worth $8.15M. The position accounts for 0.57% of the portfolio, ranked #21.

Summit Financial Strategies first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Summit Financial Strategies held 160,874 shares of JPMorgan Municipal ETF worth $8.15M as of Q2 2026.
  • Summit Financial Strategies bought 3,385 JPMorgan Municipal ETF shares in Q2 2026, an estimated $170K.
  • JPMorgan Municipal ETF made up 0.57% of Summit Financial Strategies's portfolio in Q2 2026, its #21 holding.
  • Summit Financial Strategies first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.