Wealth Enhancement Advisory Services
JMUB icon

Wealth Enhancement Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Wealth Enhancement Advisory Services’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 		$101M Sell
2,124,736
-504,869
-19% -$25M 0.15% 121
2026
Q2 		$132M Buy
2,629,605
+361,372
+16% +$18.2M 0.22% 76
2026
Q1 		$114M Sell
2,268,233
-449,393
-17% -$22.8M 0.23% 79
2025
Q4 		$138M Buy
2,717,626
+176,736
+7% +$8.94M 0.19% 95
2025
Q3 		$128M Buy
2,540,890
+641,736
+34% +$31.9M 0.19% 99
2025
Q2 		$94M Buy
1,899,154
+569,892
+43% +$28.2M 0.16% 126
2025
Q1 		$66.5M Buy
1,329,262
+213,971
+19% +$10.8M 0.13% 158
2024
Q4 		$55.9M Buy
1,115,291
+346,741
+45% +$17.6M 0.11% 183
2024
Q3 		$39.4M Buy
768,550
+38,001
+5% +$1.93M 0.08% 222
2024
Q2 		$36.8M Buy
730,549
+18,467
+3% +$929K 0.09% 217
2024
Q1 		$36.1M Buy
712,082
+35,857
+5% +$1.82M 0.09% 211
2023
Q4 		$34.5M Buy
676,225
+528,020
+356% +$26M 0.1% 201
2023
Q3 		$7.17M Buy
148,205
+144,066
+3,481% +$7.15M 0.02% 489
2023
Q2 		$208K Buy
+4,139
New +$208K ﹤0.01% 496

Other funds holding JMUB

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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMUB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Municipal ETF (JMUB) stake by 19% in Q3 2026, selling an estimated $25M and leaving 2,124,736 shares worth $101M. The position accounts for 0.15% of the portfolio, ranked #121.

Wealth Enhancement Advisory Services first reported a position in JMUB in Q2 2023 and has held it in 14 quarters since. The position peaked at $138M in Q4 2025. 125 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,124,736 shares of JPMorgan Municipal ETF worth $101M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 504,869 JPMorgan Municipal ETF shares in Q3 2026, an estimated $25M.
  • JPMorgan Municipal ETF made up 0.15% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #121 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Municipal ETF position peaked at $138M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.