USAdvisors Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

USAdvisors Wealth Management’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	$259K	Buy	5,125 +42	+0.8%	+$2.11K	0.07%	125
2026 Q1	$253K	Buy	5,083 +82	+2%	+$4.16K	0.08%	118
2025 Q4	$252K	Hold	5,001	–	–	0.08%	120
2025 Q3	$252K	Sell	5,001 -8,523	-63%	-$423K	0.09%	111
2025 Q2	$671K	Sell	13,524 -413	-3%	-$20.4K	0.25%	70
2025 Q1	$696K	Buy	13,937 +2,099	+18%	+$105K	0.24%	72
2024 Q4	$593K	Buy	11,838 +3,297	+39%	+$167K	0.19%	78
2024 Q3	$437K	Buy	8,541 +969	+13%	+$49.3K	0.15%	85
2024 Q2	$381K	Sell	7,572 -209	-3%	-$10.5K	0.13%	87
2024 Q1	$395K	Buy	7,781 +486	+7%	+$24.7K	0.15%	95
2023 Q4	$371K	Buy	+7,295	New	+$359K	0.15%	91

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

USAdvisors Wealth Management's JMUB Position: Q2 2026 in Review

USAdvisors Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 0.83% in Q2 2026, buying an estimated $2.11K and bringing the position to 5,125 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #125.

USAdvisors Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $696K in Q1 2025. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

USAdvisors Wealth Management held 5,125 shares of JPMorgan Municipal ETF worth $259K as of Q2 2026.
USAdvisors Wealth Management bought 42 JPMorgan Municipal ETF shares in Q2 2026, an estimated $2.11K.
JPMorgan Municipal ETF made up 0.07% of USAdvisors Wealth Management's portfolio in Q2 2026, its #125 holding.
USAdvisors Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
USAdvisors Wealth Management's JPMorgan Municipal ETF position peaked at $696K in Q1 2025.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.