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
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

CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return