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Vision Retirement’s JPMorgan Municipal ETF JMUB Stock Holding History

Vision Retirement’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 		$174K Hold
3,429
– – 0.04% 137
2026
Q1 		$171K Sell
3,429
-3,517
-51% -$178K 0.05% 130
2025
Q4 		$351K Buy
+6,946
New +$351K 0.09% 102

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vision Retirement's JMUB Position: Q2 2026 in Review

Vision Retirement held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 3,429 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #137.

Vision Retirement first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $351K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Vision Retirement held 3,429 shares of JPMorgan Municipal ETF worth $174K as of Q2 2026.
  • Vision Retirement left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
  • JPMorgan Municipal ETF made up 0.04% of Vision Retirement's portfolio in Q2 2026, its #137 holding.
  • Vision Retirement first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's JPMorgan Municipal ETF position peaked at $351K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.