Waverly Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Waverly 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	$8.48M	Buy	167,312 +102,769	+159%	+$5.17M	0.05%	326
2026 Q1	$3.23M	Buy	64,543 +7,919	+14%	+$402K	0.02%	525
2025 Q4	$2.86M	Buy	56,624 +11,547	+26%	+$584K	0.02%	509
2025 Q3	$2.28M	Buy	45,077 +6,457	+17%	+$321K	0.02%	487
2025 Q2	$1.92M	Buy	38,620 +895	+2%	+$44.2K	0.02%	501
2025 Q1	$1.89M	Buy	37,725 +45	+0.1%	+$2.26K	0.02%	488
2024 Q4	$1.89M	Buy	37,680 +6,657	+21%	+$337K	0.03%	397
2024 Q3	$1.59M	Buy	31,023 +5,476	+21%	+$279K	0.03%	374
2024 Q2	$1.29M	Buy	25,547 +6,906	+37%	+$347K	0.03%	394
2024 Q1	$946K	Buy	+18,641	New	+$947K	0.02%	380

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

Waverly Advisors's JMUB Position: Q2 2026 in Review

Waverly Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 159% in Q2 2026, buying an estimated $5.17M and bringing the position to 167,312 shares worth $8.48M. The position accounts for 0.05% of the portfolio, ranked #326.

Waverly Advisors first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Waverly Advisors held 167,312 shares of JPMorgan Municipal ETF worth $8.48M as of Q2 2026.
Waverly Advisors bought 102,769 JPMorgan Municipal ETF shares in Q2 2026, an estimated $5.17M.
JPMorgan Municipal ETF made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #326 holding.
Waverly Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.