Bartlett & Co Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Bartlett & Co 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	$685K	Sell	13,629 -657	-5%	-$33.3K	0.01%	307
2025 Q4	$724K	Sell	14,286 -929	-6%	-$47K	0.01%	298
2025 Q3	$768K	Sell	15,215 -221	-1%	-$11K	0.01%	287
2025 Q2	$766K	Sell	15,436 -2,922	-16%	-$144K	0.01%	286
2025 Q1	$918K	Sell	18,358 -2,697	-13%	-$136K	0.01%	260
2024 Q4	$1.06M	Sell	21,055 -1,588	-7%	-$80.4K	0.02%	245
2024 Q3	$1.16M	Sell	22,643 -1,032	-4%	-$52.5K	0.02%	240
2024 Q2	$1.19M	Sell	23,675 -750	-3%	-$37.7K	0.02%	236
2024 Q1	$1.24M	Hold	24,425	–	–	0.02%	246
2023 Q4	$1.25M	Buy	+24,425	New	+$1.2M	0.02%	252

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

Bartlett & Co Wealth Management's JMUB Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 4.6% in Q1 2026, selling an estimated $33.3K and leaving 13,629 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #307.

Bartlett & Co Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2023. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Bartlett & Co Wealth Management held 13,629 shares of JPMorgan Municipal ETF worth $685K as of Q1 2026.
Bartlett & Co Wealth Management sold 657 JPMorgan Municipal ETF shares in Q1 2026, an estimated $33.3K.
JPMorgan Municipal ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #307 holding.
Bartlett & Co Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Bartlett & Co Wealth Management's JPMorgan Municipal ETF position peaked at $1.25M in Q4 2023.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.