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Wealthcare Advisory Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Wealthcare Advisory Partners’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 		$1.22M Buy
24,070
+752
+3% +$37.9K 0.02% 465
2026
Q1 		$1.17M Buy
23,318
+500
+2% +$25.4K 0.02% 478
2025
Q4 		$1.15M Buy
22,818
+345
+2% +$17.5K 0.02% 475
2025
Q3 		$1.13M Sell
22,473
-7,282
-24% -$362K 0.02% 466
2025
Q2 		$1.48M Sell
29,755
-15,218
-34% -$752K 0.03% 396
2025
Q1 		$2.25M Buy
44,973
+10,867
+32% +$546K 0.06% 262
2024
Q4 		$1.71M Buy
34,106
+4,268
+14% +$216K 0.05% 306
2024
Q3 		$1.53M Buy
29,838
+3,019
+11% +$154K 0.04% 316
2024
Q2 		$1.35M Buy
26,819
+568
+2% +$28.6K 0.04% 315
2024
Q1 		$1.33M Buy
26,251
+20,695
+372% +$1.05M 0.04% 306
2023
Q4 		$283K Hold
5,556
– – 0.01% 622
2023
Q3 		$269K Hold
5,556
– – 0.01% 579
2023
Q2 		$279K Hold
5,556
– – 0.01% 581
2023
Q1 		$281K Hold
5,556
– – 0.01% 591
2022
Q4 		$276K Buy
+5,556
New +$272K 0.01% 561

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealthcare Advisory Partners's JMUB Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its JPMorgan Municipal ETF (JMUB) stake by 3.2% in Q2 2026, buying an estimated $37.9K and bringing the position to 24,070 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #465.

Wealthcare Advisory Partners first reported a position in JMUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q1 2025. 169 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Wealthcare Advisory Partners held 24,070 shares of JPMorgan Municipal ETF worth $1.22M as of Q2 2026.
  • Wealthcare Advisory Partners bought 752 JPMorgan Municipal ETF shares in Q2 2026, an estimated $37.9K.
  • JPMorgan Municipal ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #465 holding.
  • Wealthcare Advisory Partners first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 15 quarters since.
  • Wealthcare Advisory Partners's JPMorgan Municipal ETF position peaked at $2.25M in Q1 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.