Vawter Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Vawter Financial’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	$333K	Sell	6,571 -3,500	-35%	-$176K	0.13%	92
2026 Q1	$503K	Sell	10,071 -398	-4%	-$20.2K	0.21%	61
2025 Q4	$529K	Hold	10,469	–	–	0.22%	60
2025 Q3	$528K	Buy	+10,469	New	+$520K	0.24%	60
2025 Q2	–	Sell	-10,571	Closed	-$529K	–	64
2025 Q1	$529K	Buy	10,571 +5,000	+90%	+$251K	0.3%	49
2024 Q4	$279K	Buy	5,571 +1,400	+34%	+$70.9K	0.17%	80
2024 Q3	$214K	Buy	+4,171	New	+$212K	0.13%	91

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Vawter Financial's JMUB Position: Q2 2026 in Review

Vawter Financial reduced its JPMorgan Municipal ETF (JMUB) stake by 35% in Q2 2026, selling an estimated $176K and leaving 6,571 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #92.

Vawter Financial first reported a position in JMUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $529K in Q4 2025. 169 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Vawter Financial held 6,571 shares of JPMorgan Municipal ETF worth $333K as of Q2 2026.
Vawter Financial sold 3,500 JPMorgan Municipal ETF shares in Q2 2026, an estimated $176K.
JPMorgan Municipal ETF made up 0.13% of Vawter Financial's portfolio in Q2 2026, its #92 holding.
Vawter Financial first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 7 quarters since.
Vawter Financial's JPMorgan Municipal ETF position peaked at $529K in Q4 2025.
169 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.