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Wealth Alliance Advisory Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Wealth Alliance 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
Q2 		$16.4M Buy
323,908
+6,999
+2% +$352K 2.37% 8
2026
Q1 		$15.8M Buy
316,909
+116,601
+58% +$5.91M 2.51% 7
2025
Q4 		$10.1M Buy
200,308
+3,324
+2% +$168K 1.73% 13
2025
Q3 		$9.94M Sell
196,984
-5,093
-3% -$253K 1.79% 14
2025
Q2 		$10M Sell
202,077
-873
-0.4% -$43.1K 1.91% 14
2025
Q1 		$10.1M Buy
202,950
+18,962
+10% +$953K 2.1% 11
2024
Q4 		$9.23M Buy
183,988
+6,899
+4% +$349K 1.95% 15
2024
Q3 		$9.08M Buy
177,089
+993
+0.6% +$50.5K 1.91% 15
2024
Q2 		$8.87M Buy
176,096
+5,813
+3% +$292K 2% 15
2024
Q1 		$8.64M Buy
170,283
+15,341
+10% +$779K 2.01% 14
2023
Q4 		$7.9M Sell
154,942
-670
-0.4% -$33K 2.06% 13
2023
Q3 		$7.53M Buy
155,612
+8
+0% +$397 2.23% 13
2023
Q2 		$7.82M Sell
155,604
-1,126
-0.7% -$56.7K 2.76% 9
2023
Q1 		$7.94M Sell
156,730
-2,602
-2% -$131K 2.97% 8
2022
Q4 		$7.92M Buy
159,332
+12,840
+9% +$629K 3.03% 8
2022
Q3 		$7.09M Buy
+146,492
New +$7.35M 3.13% 8

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Alliance Advisory Group's JMUB Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its JPMorgan Municipal ETF (JMUB) stake by 2.2% in Q2 2026, buying an estimated $352K and bringing the position to 323,908 shares worth $16.4M. The position accounts for 2.37% of the portfolio, ranked #8.

Wealth Alliance Advisory Group first reported a position in JMUB in Q3 2022 and has held it in 16 quarters since. 257 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Wealth Alliance Advisory Group held 323,908 shares of JPMorgan Municipal ETF worth $16.4M as of Q2 2026.
  • Wealth Alliance Advisory Group bought 6,999 JPMorgan Municipal ETF shares in Q2 2026, an estimated $352K.
  • JPMorgan Municipal ETF made up 2.37% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #8 holding.
  • Wealth Alliance Advisory Group first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 16 quarters since.
  • 257 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.