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

WCG 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 Q2	$892K	Sell	17,617 -855	-5%	-$43K	0.02%	420
2026 Q1	$923K	Buy	+18,472	New	+$937K	0.03%	389
2025 Q3	–	Sell	-19,112	Closed	-$949K	–	350
2025 Q2	$949K	Buy	19,112 +1	+0%	+$49	0.06%	233
2025 Q1	$956K	Buy	19,111 +110	+0.6%	+$5.53K	0.07%	200
2024 Q4	$953K	Hold	19,001	–	–	0.06%	211
2024 Q3	$974K	Buy	19,001 +358	+2%	+$18.2K	0.07%	224
2024 Q2	$939K	Sell	18,643 -22,597	-55%	-$1.14M	0.07%	199
2024 Q1	$2.09M	Buy	41,240 +187	+0.5%	+$9.5K	0.18%	118
2023 Q4	$2.09M	Buy	+41,053	New	+$2.02M	0.15%	131

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

WCG Wealth Advisors's JMUB Position: Q2 2026 in Review

WCG Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 4.6% in Q2 2026, selling an estimated $43K and leaving 17,617 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #420.

WCG Wealth Advisors first reported a position in JMUB in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.09M in Q1 2024. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

WCG Wealth Advisors held 17,617 shares of JPMorgan Municipal ETF worth $892K as of Q2 2026.
WCG Wealth Advisors sold 855 JPMorgan Municipal ETF shares in Q2 2026, an estimated $43K.
JPMorgan Municipal ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #420 holding.
WCG Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 9 quarters since.
WCG Wealth Advisors's JPMorgan Municipal ETF position peaked at $2.09M in Q1 2024.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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