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Arkadios Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Arkadios Wealth Advisors’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 		$841K Buy
16,816
+384
+2% +$19.5K 0.01% 875
2025
Q4 		$830K Buy
16,432
+2,877
+21% +$146K 0.02% 776
2025
Q3 		$684K Buy
13,555
+2,036
+18% +$101K 0.02% 806
2025
Q2 		$572K Sell
11,519
-1,873
-14% -$92.5K 0.02% 793
2025
Q1 		$670K Sell
13,392
-268
-2% -$13.5K 0.03% 597
2024
Q4 		$685K Hold
13,660
– – 0.04% 430
2024
Q3 		$700K Buy
13,660
+1,052
+8% +$53.5K 0.04% 422
2024
Q2 		$635K Buy
12,608
+1,556
+14% +$78.3K 0.04% 403
2024
Q1 		$561K Buy
11,052
+3,178
+40% +$161K 0.04% 362
2023
Q4 		$401K Buy
+7,874
New +$387K 0.03% 434

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

Arkadios Wealth Advisors's JMUB Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 2.3% in Q1 2026, buying an estimated $19.5K and bringing the position to 16,816 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #875.

Arkadios Wealth Advisors first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Arkadios Wealth Advisors held 16,816 shares of JPMorgan Municipal ETF worth $841K as of Q1 2026.
  • Arkadios Wealth Advisors bought 384 JPMorgan Municipal ETF shares in Q1 2026, an estimated $19.5K.
  • JPMorgan Municipal ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #875 holding.
  • Arkadios Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.