C.M. Bidwell & Associates’s JPMorgan Municipal ETF JMUB Stock Holding History

C.M. Bidwell & Associates’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	$217K	Hold	4,340	–	–	0.1%	131
2025 Q4	$219K	Buy	4,340 +335	+8%	+$16.9K	0.1%	127
2025 Q3	$202K	Hold	4,005	–	–	0.1%	130
2025 Q2	$199K	Sell	4,005 -500	-11%	-$24.7K	0.1%	130
2025 Q1	$225K	Hold	4,505	–	–	0.14%	114
2024 Q4	$226K	Buy	4,505 +990	+28%	+$50.1K	0.14%	110
2024 Q3	$180K	Buy	3,515 +1,700	+94%	+$86.5K	0.11%	133
2024 Q2	$91.4K	Hold	1,815	–	–	0.06%	181
2024 Q1	$92.1K	Buy	1,815 +20	+1%	+$1.02K	0.06%	183
2023 Q4	$91.5K	Buy	1,795 +65	+4%	+$3.2K	0.07%	170
2023 Q3	$83.7K	Sell	1,730 -1,165	-40%	-$57.8K	0.06%	253
2023 Q2	$145K	Buy	2,895 +1,095	+61%	+$55.1K	0.11%	169
2023 Q1	$91.1K	Hold	1,800	–	–	0.07%	244
2022 Q4	$89.4K	Buy	1,800 +800	+80%	+$39.2K	0.07%	236
2022 Q3	$48K	Buy	+1,000	New	+$50.2K	0.04%	276

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

C.M. Bidwell & Associates's JMUB Position: Q1 2026 in Review

C.M. Bidwell & Associates held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2026 at 4,340 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #131.

C.M. Bidwell & Associates first reported a position in JMUB in Q3 2022 and has held it in 15 quarters since. The position peaked at $226K in Q4 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

C.M. Bidwell & Associates held 4,340 shares of JPMorgan Municipal ETF worth $217K as of Q1 2026.
C.M. Bidwell & Associates left its JPMorgan Municipal ETF share count unchanged in Q1 2026.
JPMorgan Municipal ETF made up 0.1% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #131 holding.
C.M. Bidwell & Associates first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 15 quarters since.
C.M. Bidwell & Associates's JPMorgan Municipal ETF position peaked at $226K in Q4 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.