Walkner Condon Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Walkner Condon Financial 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 Q2	$3.24M	Buy	64,028 +5,269	+9%	+$265K	0.37%	55
2026 Q1	$2.94M	Buy	58,759 +27,000	+85%	+$1.37M	0.39%	57
2025 Q4	$1.6M	Buy	31,759 +4,070	+15%	+$206K	0.22%	88
2025 Q3	$1.4M	Buy	27,689 +2,181	+9%	+$108K	0.22%	89
2025 Q2	$1.27M	Buy	25,508 +1,028	+4%	+$50.8K	0.23%	84
2025 Q1	$1.22M	Buy	24,480 +2,274	+10%	+$114K	0.25%	84
2024 Q4	$1.11M	Buy	22,206 +313	+1%	+$15.8K	0.23%	87
2024 Q3	$1.12M	Sell	21,893 -8,629	-28%	-$439K	0.23%	90
2024 Q2	$1.54M	Buy	30,522 +2,132	+8%	+$107K	0.33%	68
2024 Q1	$1.44M	Buy	28,390 +3,786	+15%	+$192K	0.31%	75
2023 Q4	$1.25M	Buy	24,604 +11,347	+86%	+$558K	0.29%	80
2023 Q3	$641K	Buy	+13,257	New	+$658K	0.17%	112

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Walkner Condon Financial Advisors's JMUB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 9% in Q2 2026, buying an estimated $265K and bringing the position to 64,028 shares worth $3.24M. The position accounts for 0.37% of the portfolio, ranked #55.

Walkner Condon Financial Advisors first reported a position in JMUB in Q3 2023 and has held it in 12 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Walkner Condon Financial Advisors held 64,028 shares of JPMorgan Municipal ETF worth $3.24M as of Q2 2026.
Walkner Condon Financial Advisors bought 5,269 JPMorgan Municipal ETF shares in Q2 2026, an estimated $265K.
JPMorgan Municipal ETF made up 0.37% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #55 holding.
Walkner Condon Financial Advisors first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 12 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.