Unique Wealth
JMUB icon

Unique Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Unique Wealth’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 		$5.63M Buy
118,242
+63,032
+114% +$3.12M 0.64% 42
2026
Q2 		$2.8M Buy
55,210
+46,394
+526% +$2.34M 0.33% 56
2026
Q1 		$441K Sell
8,816
-11,478
-57% -$582K 0.06% 132
2025
Q4 		$1.02M Buy
+20,294
New +$1.03M 0.14% 90

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Unique Wealth's JMUB Position: Q3 2026 in Review

Unique Wealth increased its JPMorgan Municipal ETF (JMUB) stake by 114% in Q3 2026, buying an estimated $3.12M and bringing the position to 118,242 shares worth $5.63M. The position accounts for 0.64% of the portfolio, ranked #42.

Unique Wealth first reported a position in JMUB in Q4 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Unique Wealth held 118,242 shares of JPMorgan Municipal ETF worth $5.63M as of Q3 2026.
  • Unique Wealth bought 63,032 JPMorgan Municipal ETF shares in Q3 2026, an estimated $3.12M.
  • JPMorgan Municipal ETF made up 0.64% of Unique Wealth's portfolio in Q3 2026, its #42 holding.
  • Unique Wealth first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.