Synergy Investment Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Synergy Investment Management’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	$1.34M	Buy	26,484 +219	+0.8%	+$11K	0.32%	53
2026 Q1	$1.31M	Buy	26,265 +4,633	+21%	+$235K	0.43%	45
2025 Q4	$1.09M	Buy	21,632 +3,349	+18%	+$169K	0.39%	45
2025 Q3	$923K	Buy	+18,283	New	+$908K	0.35%	47

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

Synergy Investment Management's JMUB Position: Q2 2026 in Review

Synergy Investment Management increased its JPMorgan Municipal ETF (JMUB) stake by 0.83% in Q2 2026, buying an estimated $11K and bringing the position to 26,484 shares worth $1.34M. The position accounts for 0.32% of the portfolio, ranked #53.

Synergy Investment Management first reported a position in JMUB in Q3 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Synergy Investment Management held 26,484 shares of JPMorgan Municipal ETF worth $1.34M as of Q2 2026.
Synergy Investment Management bought 219 JPMorgan Municipal ETF shares in Q2 2026, an estimated $11K.
JPMorgan Municipal ETF made up 0.32% of Synergy Investment Management's portfolio in Q2 2026, its #53 holding.
Synergy Investment Management first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 4 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.