Corient Private Wealth
JMUB icon

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
Q1 		$33.8M Sell
676,289
-803,589
-54% -$40.7M 0.05% 300
2025
Q4 		$74.7M Buy
1,479,878
+745,973
+102% +$37.7M 0.05% 297
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
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

Corient Private Wealth's JMUB Position: Q1 2026 in Review

Corient Private Wealth reduced its JPMorgan Municipal ETF (JMUB) stake by 54% in Q1 2026, selling an estimated $40.7M and leaving 676,289 shares worth $33.8M. The position accounts for 0.05% of the portfolio, ranked #300.

Corient Private Wealth first reported a position in JMUB in Q4 2023 and has held it in 7 quarters since. The position peaked at $74.7M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Corient Private Wealth held 676,289 shares of JPMorgan Municipal ETF worth $33.8M as of Q1 2026.
  • Corient Private Wealth sold 803,589 JPMorgan Municipal ETF shares in Q1 2026, an estimated $40.7M.
  • JPMorgan Municipal ETF made up 0.05% of Corient Private Wealth's portfolio in Q1 2026, its #300 holding.
  • Corient Private Wealth first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 7 quarters since.
  • Corient Private Wealth's JPMorgan Municipal ETF position peaked at $74.7M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.