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Wealth Preservation Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-127
Closed -$6.35K – 505
2026
Q1 		$6.35K Hold
127
– – 0.01% 467
2025
Q4 		$6.41K Hold
127
– – ﹤0.01% 345
2025
Q3 		$6.41K Hold
127
– – ﹤0.01% 338
2025
Q2 		$6.3K Hold
127
– – ﹤0.01% 335
2025
Q1 		$6.35K Buy
+127
New +$6.38K ﹤0.01% 355

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wealth Preservation Advisors's JMUB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of JPMorgan Municipal ETF (JMUB) in Q2 2026, closing a stake of 127 shares — an estimated $6.35K sold.

Wealth Preservation Advisors first reported a position in JMUB in Q1 2025 and held it in 5 quarters. The position peaked at $6.41K in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining JPMorgan Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 127 JPMorgan Municipal ETF shares in Q2 2026, an estimated $6.35K.
  • Wealth Preservation Advisors first reported a position in JPMorgan Municipal ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's JPMorgan Municipal ETF position peaked at $6.41K in Q4 2025.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.