ZF
JMUB icon

Zhang Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Zhang Financial’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 		$3.53M Buy
69,610
+52,375
+304% +$2.64M 0.1% 102
2026
Q1 		$862K Hold
17,235
– – 0.03% 196
2025
Q4 		$870K Buy
17,235
+1,066
+7% +$53.9K 0.03% 187
2025
Q3 		$816K Buy
+16,169
New +$803K 0.03% 186

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

Zhang Financial's JMUB Position: Q2 2026 in Review

Zhang Financial increased its JPMorgan Municipal ETF (JMUB) stake by 304% in Q2 2026, buying an estimated $2.64M and bringing the position to 69,610 shares worth $3.53M. The position accounts for 0.1% of the portfolio, ranked #102.

Zhang Financial first reported a position in JMUB in Q3 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Zhang Financial held 69,610 shares of JPMorgan Municipal ETF worth $3.53M as of Q2 2026.
  • Zhang Financial bought 52,375 JPMorgan Municipal ETF shares in Q2 2026, an estimated $2.64M.
  • JPMorgan Municipal ETF made up 0.1% of Zhang Financial's portfolio in Q2 2026, its #102 holding.
  • Zhang Financial first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.