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Charter Research & Investment Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Charter Research & Investment Group’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 		$250K Buy
4,996
+12
+0.2% +$608 0.17% 76
2025
Q4 		$252K Buy
+4,984
New +$252K 0.17% 71

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

Charter Research & Investment Group's JMUB Position: Q1 2026 in Review

Charter Research & Investment Group increased its JPMorgan Municipal ETF (JMUB) stake by 0.24% in Q1 2026, buying an estimated $608 and bringing the position to 4,996 shares worth $250K. The position accounts for 0.17% of the portfolio, ranked #76.

Charter Research & Investment Group first reported a position in JMUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $252K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Charter Research & Investment Group held 4,996 shares of JPMorgan Municipal ETF worth $250K as of Q1 2026.
  • Charter Research & Investment Group bought 12 JPMorgan Municipal ETF shares in Q1 2026, an estimated $608.
  • JPMorgan Municipal ETF made up 0.17% of Charter Research & Investment Group's portfolio in Q1 2026, its #76 holding.
  • Charter Research & Investment Group first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Charter Research & Investment Group's JPMorgan Municipal ETF position peaked at $252K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.