Beta Wealth Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Beta Wealth 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	$1.38M	Buy	27,622 +419	+2%	+$21.2K	0.57%	39
2025 Q4	$1.37M	Sell	27,203 -2,640	-9%	-$134K	0.55%	43
2025 Q3	$1.51M	Sell	29,843 -75,729	-72%	-$3.76M	0.59%	39
2025 Q2	$5.24M	Sell	105,572 -98,378	-48%	-$4.86M	1.92%	16
2025 Q1	$10.2M	Sell	203,950 -8,401	-4%	-$422K	3.66%	4
2024 Q4	$10.6M	Buy	212,351 +2,171	+1%	+$110K	4.71%	4
2024 Q3	$10.8M	Sell	210,180 -6,486	-3%	-$330K	4.86%	3
2024 Q2	$10.9M	Buy	216,666 +7,442	+4%	+$374K	5.17%	2
2024 Q1	$10.6M	Buy	209,224 +17,039	+9%	+$865K	5.16%	3
2023 Q4	$9.79M	Buy	+192,185	New	+$9.45M	5.13%	3

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

Beta Wealth Group's JMUB Position: Q1 2026 in Review

Beta Wealth Group increased its JPMorgan Municipal ETF (JMUB) stake by 1.5% in Q1 2026, buying an estimated $21.2K and bringing the position to 27,622 shares worth $1.38M. The position accounts for 0.57% of the portfolio, ranked #39.

Beta Wealth Group first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.9M in Q2 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Beta Wealth Group held 27,622 shares of JPMorgan Municipal ETF worth $1.38M as of Q1 2026.
Beta Wealth Group bought 419 JPMorgan Municipal ETF shares in Q1 2026, an estimated $21.2K.
JPMorgan Municipal ETF made up 0.57% of Beta Wealth Group's portfolio in Q1 2026, its #39 holding.
Beta Wealth Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Beta Wealth Group's JPMorgan Municipal ETF position peaked at $10.9M in Q2 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.