Clearwater Capital Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Clearwater Capital 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	$24M	Buy	480,429 +111,139	+30%	+$5.63M	1.94%	17
2025 Q4	$18.6M	Buy	369,290 +252,933	+217%	+$12.8M	1.55%	17
2025 Q3	$5.87M	Buy	116,357 +22,085	+23%	+$1.1M	0.5%	36
2025 Q2	$4.68M	Buy	94,272 +6,055	+7%	+$299K	0.43%	37
2025 Q1	$4.41M	Buy	88,217 +14,341	+19%	+$721K	0.43%	37
2024 Q4	$3.7M	Sell	73,876 -656	-0.9%	-$33.2K	0.36%	42
2024 Q3	$3.82M	Buy	74,532 +4,857	+7%	+$247K	0.37%	41
2024 Q2	$3.51M	Buy	69,675 +7,585	+12%	+$382K	0.37%	42
2024 Q1	$3.15M	Buy	62,090 +28,763	+86%	+$1.46M	0.34%	45
2023 Q4	$1.7M	Buy	+33,327	New	+$1.64M	0.19%	56

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

Clearwater Capital Advisors's JMUB Position: Q1 2026 in Review

Clearwater Capital Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 30% in Q1 2026, buying an estimated $5.63M and bringing the position to 480,429 shares worth $24M. The position accounts for 1.94% of the portfolio, ranked #17.

Clearwater Capital Advisors 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.

Clearwater Capital Advisors held 480,429 shares of JPMorgan Municipal ETF worth $24M as of Q1 2026.
Clearwater Capital Advisors bought 111,139 JPMorgan Municipal ETF shares in Q1 2026, an estimated $5.63M.
JPMorgan Municipal ETF made up 1.94% of Clearwater Capital Advisors's portfolio in Q1 2026, its #17 holding.
Clearwater Capital Advisors 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 Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.