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VisionPoint Advisory Group’s JPMorgan Municipal ETF JMUB Stock Holding History

VisionPoint Advisory Group’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 		$288K Buy
6,058
+188
+3% +$9.3K 0.05% 357
2026
Q2 		$297K Buy
5,870
+242
+4% +$12.2K 0.05% 362
2026
Q1 		$281K Buy
5,628
+20
+0.4% +$1.01K 0.05% 347
2025
Q4 		$283K Buy
+5,608
New +$284K 0.06% 315

Other funds holding JMUB

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

VisionPoint Advisory Group's JMUB Position: Q3 2026 in Review

VisionPoint Advisory Group increased its JPMorgan Municipal ETF (JMUB) stake by 3.2% in Q3 2026, buying an estimated $9.3K and bringing the position to 6,058 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #357.

VisionPoint Advisory Group first reported a position in JMUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $297K in Q2 2026. 29 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • VisionPoint Advisory Group held 6,058 shares of JPMorgan Municipal ETF worth $288K as of Q3 2026.
  • VisionPoint Advisory Group bought 188 JPMorgan Municipal ETF shares in Q3 2026, an estimated $9.3K.
  • JPMorgan Municipal ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #357 holding.
  • VisionPoint Advisory Group first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • VisionPoint Advisory Group's JPMorgan Municipal ETF position peaked at $297K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.