BWP
JMUB icon

Bernardo Wealth Planning’s JPMorgan Municipal ETF JMUB Stock Holding History

Bernardo Wealth Planning’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 		$2.08M Buy
41,642
+5,905
+17% +$299K 0.41% 34
2025
Q4 		$1.8M Buy
35,737
+8,668
+32% +$439K 0.34% 40
2025
Q3 		$1.37M Buy
27,069
+5,583
+26% +$277K 0.27% 44
2025
Q2 		$1.07M Buy
21,486
+1,848
+9% +$91.3K 0.23% 49
2025
Q1 		$982K Buy
19,638
+789
+4% +$39.7K 0.24% 47
2024
Q4 		$939K Buy
18,849
+640
+4% +$32.4K 0.22% 46
2024
Q3 		$926K Sell
18,209
-49
-0.3% -$2.49K 0.22% 45
2024
Q2 		$920K Buy
18,258
+8,893
+95% +$447K 0.25% 45
2024
Q1 		$475K Buy
+9,365
New +$476K 0.13% 60

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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 $59.6B 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