Atria Investments’s JPMorgan Municipal ETF JMUB Stock Holding History

Atria Investments’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	$570K	Buy	11,403 +298	+3%	+$15.1K	0.01%	1377
2025 Q4	$561K	Sell	11,105 -16,970	-60%	-$859K	0.01%	1373
2025 Q3	$1.42M	Buy	28,075 +20,152	+254%	+$1M	0.02%	875
2025 Q2	$393K	Buy	7,923 +1,520	+24%	+$75.1K	﹤0.01%	1554
2025 Q1	$320K	Sell	6,403 -112	-2%	-$5.63K	﹤0.01%	1583
2024 Q4	$327K	Buy	6,515 +2,453	+60%	+$124K	﹤0.01%	1558
2024 Q3	$208K	Buy	+4,062	New	+$207K	﹤0.01%	1809

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

Atria Investments's JMUB Position: Q1 2026 in Review

Atria Investments increased its JPMorgan Municipal ETF (JMUB) stake by 2.7% in Q1 2026, buying an estimated $15.1K and bringing the position to 11,403 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #1377.

Atria Investments first reported a position in JMUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Atria Investments held 11,403 shares of JPMorgan Municipal ETF worth $570K as of Q1 2026.
Atria Investments bought 298 JPMorgan Municipal ETF shares in Q1 2026, an estimated $15.1K.
JPMorgan Municipal ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1377 holding.
Atria Investments first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 7 quarters since.
Atria Investments's JPMorgan Municipal ETF position peaked at $1.42M in Q3 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.