Teamwork Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Teamwork Financial Advisors’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 Q3	$300K	Buy	6,315 +21	+0.3%	+$1.04K	0.03%	141
2026 Q2	$319K	Buy	6,294 +20	+0.3%	+$1.01K	0.03%	157
2026 Q1	$314K	Buy	6,274 +20	+0.3%	+$1.01K	0.03%	177
2025 Q4	$316K	Buy	6,254 +19	+0.3%	+$961	0.03%	167
2025 Q3	$315K	Buy	6,235 +20	+0.3%	+$994	0.03%	169
2025 Q2	$309K	Buy	6,215 +19	+0.3%	+$939	0.04%	158
2025 Q1	$310K	Buy	6,196 +17	+0.3%	+$854	0.04%	140
2024 Q4	$310K	Buy	6,179 +19	+0.3%	+$962	0.04%	136
2024 Q3	$316K	Buy	6,160 +18	+0.3%	+$916	0.04%	126
2024 Q2	$309K	Buy	6,142 +18	+0.3%	+$905	0.05%	111
2024 Q1	$311K	Buy	6,124 +17	+0.3%	+$863	0.05%	140
2023 Q4	$311K	Buy	+6,107	New	+$300K	0.05%	142

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Teamwork Financial Advisors's JMUB Position: Q3 2026 in Review

Teamwork Financial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 0.33% in Q3 2026, buying an estimated $1.04K and bringing the position to 6,315 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #141.

Teamwork Financial Advisors first reported a position in JMUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $319K in Q2 2026. 135 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Teamwork Financial Advisors held 6,315 shares of JPMorgan Municipal ETF worth $300K as of Q3 2026.
Teamwork Financial Advisors bought 21 JPMorgan Municipal ETF shares in Q3 2026, an estimated $1.04K.
JPMorgan Municipal ETF made up 0.03% of Teamwork Financial Advisors's portfolio in Q3 2026, its #141 holding.
Teamwork Financial Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 12 quarters since.
Teamwork Financial Advisors's JPMorgan Municipal ETF position peaked at $319K in Q2 2026.
135 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.