United Advisor Group’s JPMorgan Municipal ETF JMUB Stock Holding History

United Advisor Group’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	$2.04M	Sell	40,251 -722	-2%	-$36.3K	0.22%	123
2026 Q1	$2.05M	Buy	40,973 +9,629	+31%	+$488K	0.25%	105
2025 Q4	$1.58M	Sell	31,344 -122	-0.4%	-$6.17K	0.2%	123
2025 Q3	$1.59M	Sell	31,466 -1,006	-3%	-$50K	0.21%	109
2025 Q2	$1.61M	Sell	32,472 -85	-0.3%	-$4.2K	0.28%	95
2025 Q1	$1.63M	Buy	32,557 +678	+2%	+$34.1K	0.33%	77
2024 Q4	$1.6M	Buy	31,879 +2,254	+8%	+$114K	0.32%	76
2024 Q3	$1.52M	Buy	29,625 +985	+3%	+$50.1K	0.34%	73
2024 Q2	$1.44M	Buy	28,640 +3,478	+14%	+$175K	0.45%	63
2024 Q1	$1.28M	Sell	25,162 -450	-2%	-$22.9K	0.48%	61
2023 Q4	$1.31M	Buy	+25,612	New	+$1.26M	1.58%	16

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

United Advisor Group's JMUB Position: Q2 2026 in Review

United Advisor Group reduced its JPMorgan Municipal ETF (JMUB) stake by 1.8% in Q2 2026, selling an estimated $36.3K and leaving 40,251 shares worth $2.04M. The position accounts for 0.22% of the portfolio, ranked #123.

United Advisor Group first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

United Advisor Group held 40,251 shares of JPMorgan Municipal ETF worth $2.04M as of Q2 2026.
United Advisor Group sold 722 JPMorgan Municipal ETF shares in Q2 2026, an estimated $36.3K.
JPMorgan Municipal ETF made up 0.22% of United Advisor Group's portfolio in Q2 2026, its #123 holding.
United Advisor Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
United Advisor Group's JPMorgan Municipal ETF position peaked at $2.05M in Q1 2026.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.