WIP
JMUB icon

WealthCare Investment Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

WealthCare Investment 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 		$3.7M Sell
72,994
-37,350
-34% -$1.88M 0.9% 31
2026
Q1 		$5.51M Buy
110,344
+54,178
+96% +$2.75M 1.53% 16
2025
Q4 		$2.84M Sell
56,166
-1,485
-3% -$75.1K 0.83% 33
2025
Q3 		$2.9M Sell
57,651
-549
-0.9% -$27.3K 0.94% 27
2025
Q2 		$2.88M Buy
58,200
+790
+1% +$39K 1.04% 26
2025
Q1 		$2.82M Buy
57,410
+4,111
+8% +$207K 1.19% 24
2024
Q4 		$2.68M Sell
53,299
-5,199
-9% -$263K 1.17% 25
2024
Q3 		$2.98M Buy
58,498
+333
+0.6% +$16.9K 1.31% 21
2024
Q2 		$2.93M Buy
58,165
+4,197
+8% +$211K 1.36% 21
2024
Q1 		$2.74M Buy
53,968
+16,511
+44% +$838K 1.32% 21
2023
Q4 		$1.91M Buy
37,457
+650
+2% +$32K 1.04% 27
2023
Q3 		$1.77M Buy
36,807
+2,988
+9% +$148K 1.08% 30
2023
Q2 		$1.69M Buy
33,819
+4,952
+17% +$249K 1.02% 32
2023
Q1 		$1.46M Buy
28,867
+4,753
+20% +$239K 0.88% 32
2022
Q4 		$1.2M Buy
+24,114
New +$1.18M 0.82% 33

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

WealthCare Investment Partners's JMUB Position: Q2 2026 in Review

WealthCare Investment Partners reduced its JPMorgan Municipal ETF (JMUB) stake by 34% in Q2 2026, selling an estimated $1.88M and leaving 72,994 shares worth $3.7M. The position accounts for 0.9% of the portfolio, ranked #31.

WealthCare Investment Partners first reported a position in JMUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.51M in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • WealthCare Investment Partners held 72,994 shares of JPMorgan Municipal ETF worth $3.7M as of Q2 2026.
  • WealthCare Investment Partners sold 37,350 JPMorgan Municipal ETF shares in Q2 2026, an estimated $1.88M.
  • JPMorgan Municipal ETF made up 0.9% of WealthCare Investment Partners's portfolio in Q2 2026, its #31 holding.
  • WealthCare Investment Partners first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 15 quarters since.
  • WealthCare Investment Partners's JPMorgan Municipal ETF position peaked at $5.51M in Q1 2026.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.