Corient Private Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Corient Private Wealth’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 Q2	$30.4M	Sell	599,909 -76,380	-11%	-$3.85M	0.04%	321
2026 Q1	$33.8M	Sell	676,289 -63,650	-9%	-$3.23M	0.05%	300
2025 Q4	$37.4M	Buy	739,939 +6,034	+0.8%	+$305K	0.05%	293
2025 Q3	$37K	Buy	+733,905	New	+$36.5M	﹤0.01%	2510
2024 Q4	–	Sell	-18,302	Closed	-$938K	–	2442
2024 Q3	$938K	Sell	18,302 -1,029	-5%	-$52.4K	﹤0.01%	1433
2024 Q2	$976K	Buy	19,331 +5,604	+41%	+$282K	﹤0.01%	1341
2024 Q1	$697K	Buy	13,727 +8	+0.1%	+$406	﹤0.01%	1467
2023 Q4	$699K	Buy	+13,719	New	+$675K	﹤0.01%	1442

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth's JMUB Position: Q2 2026 in Review

Corient Private Wealth reduced its JPMorgan Municipal ETF (JMUB) stake by 11% in Q2 2026, selling an estimated $3.85M and leaving 599,909 shares worth $30.4M. The position accounts for 0.04% of the portfolio, ranked #321.

Corient Private Wealth first reported a position in JMUB in Q4 2023 and has held it in 8 quarters since. The position peaked at $37.4M in Q4 2025. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Corient Private Wealth held 599,909 shares of JPMorgan Municipal ETF worth $30.4M as of Q2 2026.
Corient Private Wealth sold 76,380 JPMorgan Municipal ETF shares in Q2 2026, an estimated $3.85M.
JPMorgan Municipal ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #321 holding.
Corient Private Wealth first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 8 quarters since.
Corient Private Wealth's JPMorgan Municipal ETF position peaked at $37.4M in Q4 2025.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.