Summit Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Summit Wealth Partners’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	$5.4M	Buy	106,601 +2,475	+2%	+$125K	0.77%	37
2026 Q1	$5.21M	Hold	104,126	–	–	0.82%	34
2025 Q4	$5.26M	Buy	104,126 +5,410	+5%	+$274K	0.97%	29
2025 Q3	$4.98M	Buy	98,716 +8,247	+9%	+$410K	0.9%	30
2025 Q2	$4.49M	Buy	90,469 +21,400	+31%	+$1.06M	0.86%	31
2025 Q1	$3.45M	Buy	69,069 +13,124	+23%	+$660K	0.7%	35
2024 Q4	$2.81M	Buy	55,945 +12,890	+30%	+$653K	0.58%	39
2024 Q3	$2.21M	Buy	43,055 +1,521	+4%	+$77.4K	0.43%	49
2024 Q2	$2.09M	Buy	41,534 +3,347	+9%	+$168K	0.43%	44
2024 Q1	$1.94M	Sell	38,187 -2,000	-5%	-$102K	0.41%	44
2023 Q4	$2.05M	Buy	40,187 +10,272	+34%	+$505K	0.48%	42
2023 Q3	$1.45M	Buy	+29,915	New	+$1.48M	0.37%	49

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Wealth Partners's JMUB Position: Q2 2026 in Review

Summit Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 2.4% in Q2 2026, buying an estimated $125K and bringing the position to 106,601 shares worth $5.4M. The position accounts for 0.77% of the portfolio, ranked #37.

Summit Wealth Partners first reported a position in JMUB in Q3 2023 and has held it in 12 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Summit Wealth Partners held 106,601 shares of JPMorgan Municipal ETF worth $5.4M as of Q2 2026.
Summit Wealth Partners bought 2,475 JPMorgan Municipal ETF shares in Q2 2026, an estimated $125K.
JPMorgan Municipal ETF made up 0.77% of Summit Wealth Partners's portfolio in Q2 2026, its #37 holding.
Summit Wealth Partners first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 12 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.