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Wealthspire Advisors (New York)’s JPMorgan Municipal ETF JMUB Stock Holding History

Wealthspire Advisors (New York)’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 		$362K Hold
7,148
– – ﹤0.01% 922
2026
Q1 		$357K Sell
7,148
-150
-2% -$7.61K ﹤0.01% 678
2025
Q4 		$369K Buy
+7,298
New +$369K ﹤0.01% 718

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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 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s JMUB Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 7,148 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Wealthspire Advisors (New York) first reported a position in JMUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $369K in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Wealthspire Advisors (New York) held 7,148 shares of JPMorgan Municipal ETF worth $362K as of Q2 2026.
  • Wealthspire Advisors (New York) left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
  • JPMorgan Municipal ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #922 holding.
  • Wealthspire Advisors (New York) first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s JPMorgan Municipal ETF position peaked at $369K in Q4 2025.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.