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Collaborative Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Collaborative Wealth Management’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 		$955K Sell
19,100
-145
-0.8% -$7.35K 0.44% 40
2025
Q4 		$972K Buy
19,245
+189
+1% +$9.56K 0.34% 66
2025
Q3 		$962K Buy
19,056
+2,422
+15% +$120K 0.39% 56
2025
Q2 		$826K Buy
16,634
+1,432
+9% +$70.7K 0.36% 58
2025
Q1 		$760K Buy
15,202
+3,377
+29% +$170K 0.36% 56
2024
Q4 		$593K Sell
11,825
-1,241
-9% -$62.8K 0.27% 77
2024
Q3 		$670K Buy
13,066
+1,904
+17% +$96.9K 0.3% 73
2024
Q2 		$562K Buy
11,162
+851
+8% +$42.8K 0.27% 79
2024
Q1 		$523K Buy
10,311
+4,197
+69% +$213K 0.26% 86
2023
Q4 		$312K Buy
6,114
+1,125
+23% +$55.3K 0.17% 116
2023
Q3 		$241K Buy
+4,989
New +$248K 0.14% 140

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

Collaborative Wealth Management's JMUB Position: Q1 2026 in Review

Collaborative Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 0.75% in Q1 2026, selling an estimated $7.35K and leaving 19,100 shares worth $955K. The position accounts for 0.44% of the portfolio, ranked #40.

Collaborative Wealth Management first reported a position in JMUB in Q3 2023 and has held it in 11 quarters since. The position peaked at $972K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Collaborative Wealth Management held 19,100 shares of JPMorgan Municipal ETF worth $955K as of Q1 2026.
  • Collaborative Wealth Management sold 145 JPMorgan Municipal ETF shares in Q1 2026, an estimated $7.35K.
  • JPMorgan Municipal ETF made up 0.44% of Collaborative Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Collaborative Wealth Management first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 11 quarters since.
  • Collaborative Wealth Management's JPMorgan Municipal ETF position peaked at $972K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.