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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 – 377
2025
Q2 		$227K Buy
+4,567
New +$226K 0.06% 220

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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. 228 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.
  • 228 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.