Avidian Wealth Enterprises’s JPMorgan Municipal ETF JMUB Stock Holding History

Avidian Wealth Enterprises’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	$23.8M	Buy	476,674 +49,705	+12%	+$2.52M	0.75%	25
2025 Q4	$21.6M	Buy	426,969 +7,717	+2%	+$390K	0.78%	25
2025 Q3	$21.2M	Buy	419,252 +9,964	+2%	+$495K	0.8%	25
2025 Q2	$20.3M	Buy	409,288 +53,062	+15%	+$2.62M	0.83%	28
2025 Q1	$17.8M	Buy	+356,226	New	+$17.9M	0.79%	29

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

Avidian Wealth Enterprises's JMUB Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Municipal ETF (JMUB) stake by 12% in Q1 2026, buying an estimated $2.52M and bringing the position to 476,674 shares worth $23.8M. The position accounts for 0.75% of the portfolio, ranked #25.

Avidian Wealth Enterprises first reported a position in JMUB in Q1 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Avidian Wealth Enterprises held 476,674 shares of JPMorgan Municipal ETF worth $23.8M as of Q1 2026.
Avidian Wealth Enterprises bought 49,705 JPMorgan Municipal ETF shares in Q1 2026, an estimated $2.52M.
JPMorgan Municipal ETF made up 0.75% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #25 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 5 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.