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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
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
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 $45.5B AUM 21.01% 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