Whitegate Investment Counselors’s JPMorgan Municipal ETF JMUB Stock Holding History

Whitegate Investment Counselors’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	$2.77M	Sell	54,604 -1,941	-3%	-$97.7K	0.79%	30
2026 Q1	$2.83M	Sell	56,545 -985	-2%	-$49.9K	0.9%	27
2025 Q4	$2.91M	Sell	57,530 -795	-1%	-$40.2K	0.91%	27
2025 Q3	$2.94M	Sell	58,325 -6,720	-10%	-$334K	0.97%	24
2025 Q2	$3.23M	Buy	65,045 +60,115	+1,219%	+$2.97M	1.1%	24
2025 Q1	$247K	Buy	+4,930	New	+$248K	0.09%	57

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Whitegate Investment Counselors's JMUB Position: Q2 2026 in Review

Whitegate Investment Counselors reduced its JPMorgan Municipal ETF (JMUB) stake by 3.4% in Q2 2026, selling an estimated $97.7K and leaving 54,604 shares worth $2.77M. The position accounts for 0.79% of the portfolio, ranked #30.

Whitegate Investment Counselors first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.23M in Q2 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Whitegate Investment Counselors held 54,604 shares of JPMorgan Municipal ETF worth $2.77M as of Q2 2026.
Whitegate Investment Counselors sold 1,941 JPMorgan Municipal ETF shares in Q2 2026, an estimated $97.7K.
JPMorgan Municipal ETF made up 0.79% of Whitegate Investment Counselors's portfolio in Q2 2026, its #30 holding.
Whitegate Investment Counselors first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
Whitegate Investment Counselors's JPMorgan Municipal ETF position peaked at $3.23M in Q2 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

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