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

Wealth Enhancement Trust 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 		$1.03M Buy
20,248
+3,433
+20% +$173K 0.11% 145
2026
Q1 		$841K Buy
16,815
+13,783
+455% +$699K 0.1% 166
2025
Q4 		$153K Buy
+3,032
New +$153K 0.02% 290

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Trust Services's JMUB Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its JPMorgan Municipal ETF (JMUB) stake by 20% in Q2 2026, buying an estimated $173K and bringing the position to 20,248 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #145.

Wealth Enhancement Trust Services first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. 425 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Wealth Enhancement Trust Services held 20,248 shares of JPMorgan Municipal ETF worth $1.03M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 3,433 JPMorgan Municipal ETF shares in Q2 2026, an estimated $173K.
  • JPMorgan Municipal ETF made up 0.11% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #145 holding.
  • Wealth Enhancement Trust Services first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 425 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.