Visionary Wealth Advisors
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Visionary Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Visionary Wealth 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 		$4.2M Buy
88,253
+257
+0.3% +$12.7K 0.16% 137
2026
Q2 		$4.46M Buy
87,996
+1,710
+2% +$86.1K 0.18% 130
2026
Q1 		$4.31M Sell
86,286
-1,551
-2% -$78.6K 0.19% 131
2025
Q4 		$4.44M Buy
87,837
+40,698
+86% +$2.06M 0.2% 121
2025
Q3 		$2.38M Buy
47,139
+39,919
+553% +$1.98M 0.11% 176
2025
Q2 		$358K Buy
7,220
+842
+13% +$41.6K 0.02% 426
2025
Q1 		$319K Buy
6,378
+52
+0.8% +$2.61K 0.02% 425
2024
Q4 		$317K Buy
6,326
+54
+0.9% +$2.73K 0.02% 426
2024
Q3 		$322K Sell
6,272
-172
-3% -$8.75K 0.02% 419
2024
Q2 		$325K Buy
6,444
+671
+12% +$33.8K 0.02% 396
2024
Q1 		$293K Sell
5,773
-158
-3% -$8.02K 0.02% 406
2023
Q4 		$302K Sell
5,931
-556
-9% -$27.3K 0.02% 388
2023
Q3 		$314K Buy
6,487
+2
+0% +$99 0.03% 358
2023
Q2 		$326K Buy
6,485
+52
+0.8% +$2.62K 0.03% 351
2023
Q1 		$326K Buy
+6,433
New +$324K 0.03% 339

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Visionary Wealth Advisors's JMUB Position: Q3 2026 in Review

Visionary Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 0.29% in Q3 2026, buying an estimated $12.7K and bringing the position to 88,253 shares worth $4.2M. The position accounts for 0.16% of the portfolio, ranked #137.

Visionary Wealth Advisors first reported a position in JMUB in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.46M in Q2 2026. 274 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Visionary Wealth Advisors held 88,253 shares of JPMorgan Municipal ETF worth $4.2M as of Q3 2026.
  • Visionary Wealth Advisors bought 257 JPMorgan Municipal ETF shares in Q3 2026, an estimated $12.7K.
  • JPMorgan Municipal ETF made up 0.16% of Visionary Wealth Advisors's portfolio in Q3 2026, its #137 holding.
  • Visionary Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 15 quarters since.
  • Visionary Wealth Advisors's JPMorgan Municipal ETF position peaked at $4.46M in Q2 2026.
  • 274 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.