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

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

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. 511 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.
511 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.