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Concorde Asset Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Concorde Asset 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 		– Sell
-8,334
Closed -$421K – 229
2025
Q4 		$421K Buy
8,334
+183
+2% +$9.26K 0.17% 118
2025
Q3 		$410K Buy
+8,151
New +$405K 0.17% 116

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

Concorde Asset Management's JMUB Position: Q1 2026 in Review

Concorde Asset Management sold out of JPMorgan Municipal ETF (JMUB) in Q1 2026, closing a stake of 8,334 shares — an estimated $421K sold.

Concorde Asset Management first reported a position in JMUB in Q3 2025 and held it in 2 quarters. The position peaked at $421K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Concorde Asset Management reported no remaining JPMorgan Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 8,334 JPMorgan Municipal ETF shares in Q1 2026, an estimated $421K.
  • Concorde Asset Management first reported a position in JPMorgan Municipal ETF in Q3 2025 and held it in 2 quarters.
  • Concorde Asset Management's JPMorgan Municipal ETF position peaked at $421K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.