Beacon Pointe Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Beacon Pointe 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	$567K	Buy	11,340 +860	+8%	+$43.6K	﹤0.01%	1241
2025 Q4	$529K	Buy	10,480 +1,284	+14%	+$65K	﹤0.01%	1058
2025 Q3	$464K	Sell	9,196 -13,503	-59%	-$671K	﹤0.01%	1028
2025 Q2	$1.13M	Buy	22,699 +451	+2%	+$22.3K	0.01%	636
2025 Q1	$1.11M	Buy	22,248 +164	+0.7%	+$8.24K	0.01%	610
2024 Q4	$1.11M	Buy	22,084 +2,285	+12%	+$116K	0.01%	607
2024 Q3	$1.02M	Buy	19,799 +5,014	+34%	+$255K	0.01%	632
2024 Q2	$745K	Sell	14,785 -2,371	-14%	-$119K	0.01%	731
2024 Q1	$871K	Buy	+17,156	New	+$871K	0.01%	736

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

Beacon Pointe Advisors's JMUB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 8.2% in Q1 2026, buying an estimated $43.6K and bringing the position to 11,340 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Beacon Pointe Advisors first reported a position in JMUB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q2 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Beacon Pointe Advisors held 11,340 shares of JPMorgan Municipal ETF worth $567K as of Q1 2026.
Beacon Pointe Advisors bought 860 JPMorgan Municipal ETF shares in Q1 2026, an estimated $43.6K.
JPMorgan Municipal ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1241 holding.
Beacon Pointe Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 9 quarters since.
Beacon Pointe Advisors's JPMorgan Municipal ETF position peaked at $1.13M in Q2 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.