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 Q3	$1.89M	Sell	39,680 -571	-1%	-$28.2K	0.18%	139
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

United Advisor Group's JMUB Position: Q3 2026 in Review

United Advisor Group reduced its JPMorgan Municipal ETF (JMUB) stake by 1.4% in Q3 2026, selling an estimated $28.2K and leaving 39,680 shares worth $1.89M. The position accounts for 0.18% of the portfolio, ranked #139.

United Advisor Group first reported a position in JMUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q1 2026. 332 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

United Advisor Group held 39,680 shares of JPMorgan Municipal ETF worth $1.89M as of Q3 2026.
United Advisor Group sold 571 JPMorgan Municipal ETF shares in Q3 2026, an estimated $28.2K.
JPMorgan Municipal ETF made up 0.18% of United Advisor Group's portfolio in Q3 2026, its #139 holding.
United Advisor Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 12 quarters since.
United Advisor Group's JPMorgan Municipal ETF position peaked at $2.05M in Q1 2026.
332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.