Carson Wealth (CWM LLC)’s JPMorgan Municipal ETF JMUB Stock Holding History

Carson Wealth (CWM LLC)’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	$31.6M	Buy	632,187 +117,110	+23%	+$5.94M	0.08%	230
2025 Q4	$26M	Sell	515,077 -4,142	-0.8%	-$210K	0.07%	246
2025 Q3	$26.2M	Buy	519,219 +48,816	+10%	+$2.43M	0.08%	214
2025 Q2	$23.4M	Sell	470,403 -14,022	-3%	-$693K	0.08%	211
2025 Q1	$24.2M	Buy	484,425 +473,876	+4,492%	+$23.8M	0.1%	197
2024 Q4	$529K	Buy	10,549 +8,925	+550%	+$452K	﹤0.01%	1352
2024 Q3	$83K	Sell	1,624 -3,431	-68%	-$175K	﹤0.01%	2317
2024 Q2	$255K	Buy	5,055 +1,009	+25%	+$50.8K	﹤0.01%	1464
2024 Q1	$205K	Buy	+4,046	New	+$205K	﹤0.01%	1513

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JMUB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JPMorgan Municipal ETF (JMUB) stake by 23% in Q1 2026, buying an estimated $5.94M and bringing the position to 632,187 shares worth $31.6M. The position accounts for 0.08% of the portfolio, ranked #230.

Carson Wealth (CWM LLC) first reported a position in JMUB in Q1 2024 and has held it in 9 quarters since. 500 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Carson Wealth (CWM LLC) held 632,187 shares of JPMorgan Municipal ETF worth $31.6M as of Q1 2026.
Carson Wealth (CWM LLC) bought 117,110 JPMorgan Municipal ETF shares in Q1 2026, an estimated $5.94M.
JPMorgan Municipal ETF made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #230 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 9 quarters since.
500 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.