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Summit Wealth Group (Colorado)’s JPMorgan Municipal ETF JMUB Stock Holding History

Summit Wealth Group (Colorado)’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 		$231K Hold
4,567
– – 0.02% 347
2026
Q1 		$228K Hold
4,567
– – 0.02% 305
2025
Q4 		$231K Buy
+4,567
New +$231K 0.03% 249
2025
Q3 		– Sell
-4,567
Closed -$227K – 577
2025
Q2 		$227K Buy
+4,567
New +$226K 0.06% 220

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 Wealth Group (Colorado)'s JMUB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 4,567 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #347.

Summit Wealth Group (Colorado) first reported a position in JMUB in Q2 2025 and has held it in 4 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,567 shares of JPMorgan Municipal ETF worth $231K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
  • JPMorgan Municipal ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #347 holding.
  • Summit Wealth Group (Colorado) first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.