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SWMG LLC’s JPMorgan Municipal ETF JMUB Stock Holding History

SWMG LLC’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 		$536K Buy
10,650
+144
+1% +$7.25K 0.13% 59
2026
Q1 		$525K Sell
10,506
-395
-4% -$20K 0.15% 63
2025
Q4 		$554K Buy
10,901
+67
+0.6% +$3.39K 0.15% 65
2025
Q3 		$549K Buy
10,834
+543
+5% +$27K 0.17% 66
2025
Q2 		$506K Sell
10,291
-738
-7% -$36.5K 0.17% 74
2025
Q1 		$544K Sell
11,029
-234
-2% -$11.8K 0.22% 73
2024
Q4 		$565K Sell
11,263
-20
-0.2% -$1.01K 0.23% 67
2024
Q3 		$569K Buy
11,283
+550
+5% +$28K 0.24% 67
2024
Q2 		$541K Sell
10,733
-31
-0.3% -$1.56K 0.24% 54
2024
Q1 		$546K Buy
10,764
+36
+0.3% +$1.83K 0.25% 52
2023
Q4 		$547K Buy
10,728
+1,056
+11% +$51.9K 0.26% 54
2023
Q3 		$468K Hold
9,672
– – 0.25% 63
2023
Q2 		$486K Buy
9,672
+104
+1% +$5.23K 0.25% 49
2023
Q1 		$484K Sell
9,568
-35
-0.4% -$1.76K 0.27% 47
2022
Q4 		$477K Buy
+9,603
New +$471K 0.29% 44
2022
Q1 		$204K Buy
+3,971
New +$211K 0.11% 64

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

SWMG LLC's JMUB Position: Q2 2026 in Review

SWMG LLC increased its JPMorgan Municipal ETF (JMUB) stake by 1.4% in Q2 2026, buying an estimated $7.25K and bringing the position to 10,650 shares worth $536K. The position accounts for 0.13% of the portfolio, ranked #59.

SWMG LLC first reported a position in JMUB in Q1 2022 and has held it in 16 quarters since. The position peaked at $569K in Q3 2024. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • SWMG LLC held 10,650 shares of JPMorgan Municipal ETF worth $536K as of Q2 2026.
  • SWMG LLC bought 144 JPMorgan Municipal ETF shares in Q2 2026, an estimated $7.25K.
  • JPMorgan Municipal ETF made up 0.13% of SWMG LLC's portfolio in Q2 2026, its #59 holding.
  • SWMG LLC first reported a position in JPMorgan Municipal ETF in Q1 2022 and has held it in 16 quarters since.
  • SWMG LLC's JPMorgan Municipal ETF position peaked at $569K in Q3 2024.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.