49 Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

49 Wealth 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 Q1	$1.84M	Buy	36,888 +1,261	+4%	+$63.9K	0.14%	48
2025 Q4	$1.8M	Buy	35,627 +9,383	+36%	+$475K	0.15%	49
2025 Q3	$1.32M	Buy	26,244 +329	+1%	+$16.3K	0.12%	48
2025 Q2	$1.29M	Sell	25,915 -20,497	-44%	-$1.01M	0.14%	47
2025 Q1	$2.32M	Sell	46,412 -2,187	-5%	-$110K	0.28%	34
2024 Q4	$2.44M	Sell	48,599 -34,495	-42%	-$1.75M	0.35%	32
2024 Q3	$4.26M	Sell	83,094 -40,508	-33%	-$2.06M	0.69%	24
2024 Q2	$6.2M	Sell	123,602 -349,603	-74%	-$17.6M	1.22%	21
2024 Q1	$23.9M	Sell	473,205 -13,228	-3%	-$672K	5.12%	5
2023 Q4	$24.8M	Buy	+486,433	New	+$23.9M	6.37%	3

Other funds holding JMUB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

49 Wealth Management's JMUB Position: Q1 2026 in Review

49 Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 3.5% in Q1 2026, buying an estimated $63.9K and bringing the position to 36,888 shares worth $1.84M. The position accounts for 0.14% of the portfolio, ranked #48.

49 Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.8M in Q4 2023. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

49 Wealth Management held 36,888 shares of JPMorgan Municipal ETF worth $1.84M as of Q1 2026.
49 Wealth Management bought 1,261 JPMorgan Municipal ETF shares in Q1 2026, an estimated $63.9K.
JPMorgan Municipal ETF made up 0.14% of 49 Wealth Management's portfolio in Q1 2026, its #48 holding.
49 Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's JPMorgan Municipal ETF position peaked at $24.8M in Q4 2023.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.