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Berger Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Berger Financial Group’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 		– Sell
-26,840
Closed -$1.36M – 488
2025
Q4 		$1.36M Buy
26,840
+129
+0.5% +$6.53K 0.08% 183
2025
Q3 		$1.35M Sell
26,711
-2,849
-10% -$142K 0.08% 177
2025
Q2 		$1.47M Buy
29,560
+18,698
+172% +$924K 0.09% 159
2025
Q1 		$543K Sell
10,862
-66
-0.6% -$3.32K 0.04% 251
2024
Q4 		$548K Buy
+10,928
New +$553K 0.04% 246

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

Berger Financial Group's JMUB Position: Q1 2026 in Review

Berger Financial Group sold out of JPMorgan Municipal ETF (JMUB) in Q1 2026, closing a stake of 26,840 shares — an estimated $1.36M sold.

Berger Financial Group first reported a position in JMUB in Q4 2024 and held it in 5 quarters. The position peaked at $1.47M in Q2 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Berger Financial Group reported no remaining JPMorgan Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 26,840 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.36M.
  • Berger Financial Group first reported a position in JPMorgan Municipal ETF in Q4 2024 and held it in 5 quarters.
  • Berger Financial Group's JPMorgan Municipal ETF position peaked at $1.47M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.