BlueStem Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

BlueStem Wealth Partners’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	$16.2M	Buy	323,783 +56,598	+21%	+$2.87M	1.8%	22
2025 Q4	$13.5M	Buy	267,185 +4,974	+2%	+$252K	1.49%	18
2025 Q3	$13.2M	Sell	262,211 -34,383	-12%	-$1.71M	1.52%	16
2025 Q2	$14.7M	Sell	296,594 -89,921	-23%	-$4.44M	1.81%	14
2025 Q1	$19.3M	Sell	386,515 -1,750	-0.5%	-$87.9K	2.64%	12
2024 Q4	$19.5M	Buy	+388,265	New	+$19.7M	2.56%	11

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

BlueStem Wealth Partners's JMUB Position: Q1 2026 in Review

BlueStem Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 21% in Q1 2026, buying an estimated $2.87M and bringing the position to 323,783 shares worth $16.2M. The position accounts for 1.8% of the portfolio, ranked #22.

BlueStem Wealth Partners first reported a position in JMUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.5M in Q4 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

BlueStem Wealth Partners held 323,783 shares of JPMorgan Municipal ETF worth $16.2M as of Q1 2026.
BlueStem Wealth Partners bought 56,598 JPMorgan Municipal ETF shares in Q1 2026, an estimated $2.87M.
JPMorgan Municipal ETF made up 1.8% of BlueStem Wealth Partners's portfolio in Q1 2026, its #22 holding.
BlueStem Wealth Partners first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's JPMorgan Municipal ETF position peaked at $19.5M in Q4 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

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