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Axis Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Axis Wealth Partners’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 		$448K Buy
8,954
+1,731
+24% +$87.8K 0.24% 110
2025
Q4 		$365K Buy
7,223
+51
+0.7% +$2.58K 0.2% 123
2025
Q3 		$362K Buy
7,172
+300
+4% +$14.9K 0.21% 115
2025
Q2 		$341K Buy
6,872
+2,539
+59% +$125K 0.22% 109
2025
Q1 		$217K Buy
4,333
+35
+0.8% +$1.76K 0.16% 133
2024
Q4 		$216K Buy
+4,298
New +$218K 0.18% 127

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

Axis Wealth Partners's JMUB Position: Q1 2026 in Review

Axis Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 24% in Q1 2026, buying an estimated $87.8K and bringing the position to 8,954 shares worth $448K. The position accounts for 0.24% of the portfolio, ranked #110.

Axis Wealth Partners first reported a position in JMUB in Q4 2024 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Axis Wealth Partners held 8,954 shares of JPMorgan Municipal ETF worth $448K as of Q1 2026.
  • Axis Wealth Partners bought 1,731 JPMorgan Municipal ETF shares in Q1 2026, an estimated $87.8K.
  • JPMorgan Municipal ETF made up 0.24% of Axis Wealth Partners's portfolio in Q1 2026, its #110 holding.
  • Axis Wealth Partners first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.