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

Cornerstone 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	$9.89M	Buy	197,857 +3,052	+2%	+$155K	0.49%	50
2025 Q4	$9.84M	Buy	194,805 +6,934	+4%	+$351K	0.51%	45
2025 Q3	$9.48M	Buy	187,871 +4,607	+3%	+$229K	0.52%	42
2025 Q2	$9.1M	Buy	183,264 +10,944	+6%	+$541K	0.55%	40
2025 Q1	$8.62M	Buy	172,320 +2,092	+1%	+$105K	0.58%	39
2024 Q4	$8.54M	Buy	170,228 +9,911	+6%	+$502K	0.58%	37
2024 Q3	$8.22M	Buy	160,317 +16,443	+11%	+$837K	0.58%	39
2024 Q2	$7.25M	Buy	143,874 +6,264	+5%	+$315K	0.56%	40
2024 Q1	$6.98M	Buy	137,610 +8,009	+6%	+$407K	0.57%	40
2023 Q4	$6.6M	Buy	129,601 +5,618	+5%	+$276K	0.57%	35
2023 Q3	$6M	Buy	123,983 +477	+0.4%	+$23.7K	0.57%	38
2023 Q2	$6.2M	Buy	123,506 +11,301	+10%	+$569K	0.55%	40
2023 Q1	$5.68M	Buy	+112,205	New	+$5.65M	0.56%	39

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

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

Cornerstone Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 1.6% in Q1 2026, buying an estimated $155K and bringing the position to 197,857 shares worth $9.89M. The position accounts for 0.49% of the portfolio, ranked #50.

Cornerstone Wealth Management first reported a position in JMUB in Q1 2023 and has held it in 13 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Cornerstone Wealth Management held 197,857 shares of JPMorgan Municipal ETF worth $9.89M as of Q1 2026.
Cornerstone Wealth Management bought 3,052 JPMorgan Municipal ETF shares in Q1 2026, an estimated $155K.
JPMorgan Municipal ETF made up 0.49% of Cornerstone Wealth Management's portfolio in Q1 2026, its #50 holding.
Cornerstone Wealth Management first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 13 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.