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Unique Wealth Strategies’s JPMorgan Municipal ETF JMUB Stock Holding History

Unique Wealth Strategies’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 		$3.74M Buy
73,926
+1,026
+1% +$51.7K 1.36% 17
2026
Q1 		$3.64M Buy
72,900
+8,825
+14% +$447K 1.48% 13
2025
Q4 		$3.24M Buy
64,075
+8,378
+15% +$424K 1.26% 17
2025
Q3 		$2.81M Buy
55,697
+1,460
+3% +$72.5K 1.09% 18
2025
Q2 		$2.69M Sell
54,237
-13,922
-20% -$688K 1.12% 19
2025
Q1 		$3.41M Buy
68,159
+3,541
+5% +$178K 1.55% 12
2024
Q4 		$3.24M Buy
64,618
+6,016
+10% +$305K 1.41% 14
2024
Q3 		$3M Buy
58,602
+41,487
+242% +$2.11M 1.27% 16
2024
Q2 		$868K Hold
17,115
– – 0.41% 68
2024
Q1 		$868K Buy
+17,115
New +$869K 0.43% 68

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Unique Wealth Strategies's JMUB Position: Q2 2026 in Review

Unique Wealth Strategies increased its JPMorgan Municipal ETF (JMUB) stake by 1.4% in Q2 2026, buying an estimated $51.7K and bringing the position to 73,926 shares worth $3.74M. The position accounts for 1.36% of the portfolio, ranked #17.

Unique Wealth Strategies first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Unique Wealth Strategies held 73,926 shares of JPMorgan Municipal ETF worth $3.74M as of Q2 2026.
  • Unique Wealth Strategies bought 1,026 JPMorgan Municipal ETF shares in Q2 2026, an estimated $51.7K.
  • JPMorgan Municipal ETF made up 1.36% of Unique Wealth Strategies's portfolio in Q2 2026, its #17 holding.
  • Unique Wealth Strategies first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.