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Uniting Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Uniting Wealth Partners’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 		$5.28M Sell
104,293
-2,869
-3% -$144K 1.07% 27
2026
Q1 		$5.36M Buy
+107,162
New +$5.43M 1.14% 25
2025
Q4 		– Sell
-118,426
Closed -$5.98M – 180
2025
Q3 		$5.98M Buy
118,426
+89,034
+303% +$4.42M 1.41% 15
2025
Q2 		$1.46M Buy
+29,392
New +$1.45M 0.56% 29

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Uniting Wealth Partners's JMUB Position: Q2 2026 in Review

Uniting Wealth Partners reduced its JPMorgan Municipal ETF (JMUB) stake by 2.7% in Q2 2026, selling an estimated $144K and leaving 104,293 shares worth $5.28M. The position accounts for 1.07% of the portfolio, ranked #27.

Uniting Wealth Partners first reported a position in JMUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.98M in Q3 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Uniting Wealth Partners held 104,293 shares of JPMorgan Municipal ETF worth $5.28M as of Q2 2026.
  • Uniting Wealth Partners sold 2,869 JPMorgan Municipal ETF shares in Q2 2026, an estimated $144K.
  • JPMorgan Municipal ETF made up 1.07% of Uniting Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Uniting Wealth Partners first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's JPMorgan Municipal ETF position peaked at $5.98M in Q3 2025.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.