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 Q3	$3.74M	Hold	73,926	–	–	1.37%	17
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 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

Asio Capital Lexington, Kentucky $816M AUM 19.88% 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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Unique Wealth Strategies's JMUB Position: Q3 2026 in Review

Unique Wealth Strategies held its JPMorgan Municipal ETF (JMUB) position steady in Q3 2026 at 73,926 shares worth $3.74M. The position accounts for 1.37% of the portfolio, ranked #17.

Unique Wealth Strategies first reported a position in JMUB in Q1 2024 and has held it in 11 quarters since. 125 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Unique Wealth Strategies held 73,926 shares of JPMorgan Municipal ETF worth $3.74M as of Q3 2026.
Unique Wealth Strategies left its JPMorgan Municipal ETF share count unchanged in Q3 2026.
JPMorgan Municipal ETF made up 1.37% of Unique Wealth Strategies's portfolio in Q3 2026, its #17 holding.
Unique Wealth Strategies first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 11 quarters since.
125 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.