Brio Consultants’s JPMorgan Municipal ETF JMUB Stock Holding History

Brio Consultants’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	$6.68M	Buy	132,932 +769	+0.6%	+$39K	0.82%	30
2025 Q4	$6.67M	Buy	132,163 +5,145	+4%	+$260K	0.87%	29
2025 Q3	$6.41M	Buy	127,018 +567	+0.4%	+$28.2K	0.88%	29
2025 Q2	$6.28M	Buy	126,451 +5,324	+4%	+$263K	0.92%	30
2025 Q1	$6.06M	Buy	121,127 +14,066	+13%	+$707K	0.95%	27
2024 Q4	$5.37M	Buy	107,061 +2,005	+2%	+$102K	0.84%	30
2024 Q3	$5.39M	Buy	105,056 +19,818	+23%	+$1.01M	0.86%	32
2024 Q2	$4.29M	Buy	85,238 +5,392	+7%	+$271K	0.71%	35
2024 Q1	$4.05M	Buy	79,846 +3,188	+4%	+$162K	0.68%	35
2023 Q4	$3.91M	Buy	+76,658	New	+$3.77M	0.69%	34

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

Brio Consultants's JMUB Position: Q1 2026 in Review

Brio Consultants increased its JPMorgan Municipal ETF (JMUB) stake by 0.58% in Q1 2026, buying an estimated $39K and bringing the position to 132,932 shares worth $6.68M. The position accounts for 0.82% of the portfolio, ranked #30.

Brio Consultants first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Brio Consultants held 132,932 shares of JPMorgan Municipal ETF worth $6.68M as of Q1 2026.
Brio Consultants bought 769 JPMorgan Municipal ETF shares in Q1 2026, an estimated $39K.
JPMorgan Municipal ETF made up 0.82% of Brio Consultants's portfolio in Q1 2026, its #30 holding.
Brio Consultants first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.