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

AE 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 		$242K Buy
4,844
+1,651
+52% +$83.7K ﹤0.01% 1504
2025
Q4 		$161K Buy
3,193
+1,304
+69% +$66K ﹤0.01% 1568
2025
Q3 		$95.3K Buy
1,889
+629
+50% +$31.2K ﹤0.01% 1582
2025
Q2 		$62.6K Sell
1,260
-142
-10% -$7.01K ﹤0.01% 1572
2025
Q1 		$70.1K Buy
1,402
+69
+5% +$3.47K ﹤0.01% 1525
2024
Q4 		$66.9K Buy
+1,333
New +$67.5K ﹤0.01% 1510
2024
Q1 		– Sell
-7,542
Closed -$382K – 1594
2023
Q4 		$382K Buy
+7,542
New +$371K ﹤0.01% 1588

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AE Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 52% in Q1 2026, buying an estimated $83.7K and bringing the position to 4,844 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

AE Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 7 quarters since. The position peaked at $382K in Q4 2023. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • AE Wealth Management held 4,844 shares of JPMorgan Municipal ETF worth $242K as of Q1 2026.
  • AE Wealth Management bought 1,651 JPMorgan Municipal ETF shares in Q1 2026, an estimated $83.7K.
  • JPMorgan Municipal ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1504 holding.
  • AE Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 7 quarters since.
  • AE Wealth Management's JPMorgan Municipal ETF position peaked at $382K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

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