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Boyce & Associates Wealth Consulting’s JPMorgan Municipal ETF JMUB Stock Holding History

Boyce & Associates Wealth Consulting’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 		$1.51M Buy
30,197
+1,570
+5% +$79.6K 1.14% 23
2025
Q4 		$1.45M Sell
28,627
-66
-0.2% -$3.34K 1.21% 21
2025
Q3 		$1.45M Buy
28,693
+3,140
+12% +$156K 1.19% 20
2025
Q2 		$1.27M Buy
25,553
+3,687
+17% +$182K 1.16% 21
2025
Q1 		$1.09M Buy
21,866
+1,516
+7% +$76.2K 1.09% 23
2024
Q4 		$1.02M Buy
20,350
+2,791
+16% +$141K 1.03% 24
2024
Q3 		$900K Buy
17,559
+997
+6% +$50.7K 0.94% 21
2024
Q2 		$834K Buy
16,562
+6,310
+62% +$317K 0.98% 19
2024
Q1 		$520K Buy
+10,252
New +$521K 0.67% 27

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

Boyce & Associates Wealth Consulting's JMUB Position: Q1 2026 in Review

Boyce & Associates Wealth Consulting increased its JPMorgan Municipal ETF (JMUB) stake by 5.5% in Q1 2026, buying an estimated $79.6K and bringing the position to 30,197 shares worth $1.51M. The position accounts for 1.14% of the portfolio, ranked #23.

Boyce & Associates Wealth Consulting first reported a position in JMUB in Q1 2024 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Boyce & Associates Wealth Consulting held 30,197 shares of JPMorgan Municipal ETF worth $1.51M as of Q1 2026.
  • Boyce & Associates Wealth Consulting bought 1,570 JPMorgan Municipal ETF shares in Q1 2026, an estimated $79.6K.
  • JPMorgan Municipal ETF made up 1.14% of Boyce & Associates Wealth Consulting's portfolio in Q1 2026, its #23 holding.
  • Boyce & Associates Wealth Consulting first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 9 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2026, filed 13 Apr 2026.