Clear Point Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Clear Point Advisors’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	–	Sell	-11,711	Closed	-$591K	–	108
2025 Q4	$591K	Sell	11,711 -3,063	-21%	-$155K	0.46%	63
2025 Q3	$746K	Sell	14,774 -1,298	-8%	-$64.5K	0.58%	50
2025 Q2	$798K	Sell	16,072 -4,271	-21%	-$211K	0.67%	40
2025 Q1	$1.02M	Sell	20,343 -346	-2%	-$17.4K	0.91%	33
2024 Q4	$1.04M	Sell	20,689 -3,148	-13%	-$159K	0.89%	31
2024 Q3	$1.22M	Buy	23,837 +1,258	+6%	+$64K	0.94%	23
2024 Q2	$1.14M	Sell	22,579 -494	-2%	-$24.8K	0.93%	24
2024 Q1	$1.14M	Sell	23,073 -2,394	-9%	-$122K	0.94%	26
2023 Q4	$1.29M	Buy	+25,467	New	+$1.25M	1.14%	17

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

Clear Point Advisors's JMUB Position: Q1 2026 in Review

Clear Point Advisors sold out of JPMorgan Municipal ETF (JMUB) in Q1 2026, closing a stake of 11,711 shares — an estimated $591K sold.

Clear Point Advisors first reported a position in JMUB in Q4 2023 and held it in 9 quarters. The position peaked at $1.29M in Q4 2023. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Clear Point Advisors reported no remaining JPMorgan Municipal ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 11,711 JPMorgan Municipal ETF shares in Q1 2026, an estimated $591K.
Clear Point Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's JPMorgan Municipal ETF position peaked at $1.29M in Q4 2023.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.