VestGen Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

VestGen Advisors’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	$819K	Sell	17,210 -3,433	-17%	-$170K	0.03%	464
2026 Q2	$1.05M	Sell	20,643 -130	-0.6%	-$6.54K	0.03%	449
2026 Q1	$1.04M	Sell	20,773 -966	-4%	-$49K	0.03%	446
2025 Q4	$1.1M	Sell	21,739 -50,936	-70%	-$2.58M	0.05%	346
2025 Q3	$3.67M	Sell	72,675 -2,175	-3%	-$108K	0.12%	165
2025 Q2	$3.7M	Buy	74,850 +24,805	+50%	+$1.23M	0.15%	142
2025 Q1	$2.5M	Buy	+50,045	New	+$2.52M	0.11%	165

Other funds holding JMUB

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

VestGen Advisors's JMUB Position: Q3 2026 in Review

VestGen Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 17% in Q3 2026, selling an estimated $170K and leaving 17,210 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #464.

VestGen Advisors first reported a position in JMUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.7M in Q2 2025. 467 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

VestGen Advisors held 17,210 shares of JPMorgan Municipal ETF worth $819K as of Q3 2026.
VestGen Advisors sold 3,433 JPMorgan Municipal ETF shares in Q3 2026, an estimated $170K.
JPMorgan Municipal ETF made up 0.03% of VestGen Advisors's portfolio in Q3 2026, its #464 holding.
VestGen Advisors first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's JPMorgan Municipal ETF position peaked at $3.7M in Q2 2025.
467 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.