WIM
JMUB icon

WealthPlan Investment Management’s JPMorgan Municipal ETF JMUB Stock Holding History

WealthPlan Investment Management’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 		$1.13M Buy
22,258
+1,258
+6% +$63.3K 0.06% 222
2026
Q1 		$1.05M Buy
21,000
+9,560
+84% +$485K 0.06% 213
2025
Q4 		$578K Sell
11,440
-10,753
-48% -$544K 0.04% 241
2025
Q3 		$1.12M Buy
+22,193
New +$1.1M 0.07% 173

Other funds holding JMUB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthPlan Investment Management's JMUB Position: Q2 2026 in Review

WealthPlan Investment Management increased its JPMorgan Municipal ETF (JMUB) stake by 6% in Q2 2026, buying an estimated $63.3K and bringing the position to 22,258 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #222.

WealthPlan Investment Management first reported a position in JMUB in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • WealthPlan Investment Management held 22,258 shares of JPMorgan Municipal ETF worth $1.13M as of Q2 2026.
  • WealthPlan Investment Management bought 1,258 JPMorgan Municipal ETF shares in Q2 2026, an estimated $63.3K.
  • JPMorgan Municipal ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #222 holding.
  • WealthPlan Investment Management first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.