Wealth Alliance Advisory Group
JMUB icon

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
Q3 		$15M Sell
315,520
-8,388
-3% -$415K 2.11% 11
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 		$9.9M 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 $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Alliance Advisory Group's JMUB Position: Q3 2026 in Review

Wealth Alliance Advisory Group reduced its JPMorgan Municipal ETF (JMUB) stake by 2.6% in Q3 2026, selling an estimated $415K and leaving 315,520 shares worth $15M. The position accounts for 2.11% of the portfolio, ranked #11.

Wealth Alliance Advisory Group first reported a position in JMUB in Q3 2022 and has held it in 17 quarters since. The position peaked at $16.4M in Q2 2026. 257 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Wealth Alliance Advisory Group held 315,520 shares of JPMorgan Municipal ETF worth $15M as of Q3 2026.
  • Wealth Alliance Advisory Group sold 8,388 JPMorgan Municipal ETF shares in Q3 2026, an estimated $415K.
  • JPMorgan Municipal ETF made up 2.11% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #11 holding.
  • Wealth Alliance Advisory Group first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 17 quarters since.
  • Wealth Alliance Advisory Group's JPMorgan Municipal ETF position peaked at $16.4M in Q2 2026.
  • 257 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.