Daymark Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Daymark Wealth Partners’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	$3.56M	Buy	71,259 +15,508	+28%	+$786K	0.11%	150
2025 Q4	$2.82M	Buy	55,751 +17,404	+45%	+$881K	0.09%	164
2025 Q3	$1.94M	Buy	38,347 +228	+0.6%	+$11.3K	0.07%	193
2025 Q2	$1.89M	Buy	38,119 +1,197	+3%	+$59.1K	0.07%	185
2025 Q1	$1.85M	Buy	36,922 +4,618	+14%	+$232K	0.08%	176
2024 Q4	$1.62M	Buy	32,304 +2,664	+9%	+$135K	0.07%	184
2024 Q3	$1.52M	Buy	29,640 +9,411	+47%	+$479K	0.06%	190
2024 Q2	$1.02M	Buy	20,229 +9,559	+90%	+$481K	0.05%	233
2024 Q1	$541K	Buy	+10,670	New	+$542K	0.03%	257

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

Daymark Wealth Partners's JMUB Position: Q1 2026 in Review

Daymark Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 28% in Q1 2026, buying an estimated $786K and bringing the position to 71,259 shares worth $3.56M. The position accounts for 0.11% of the portfolio, ranked #150.

Daymark Wealth Partners first reported a position in JMUB in Q1 2024 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Daymark Wealth Partners held 71,259 shares of JPMorgan Municipal ETF worth $3.56M as of Q1 2026.
Daymark Wealth Partners bought 15,508 JPMorgan Municipal ETF shares in Q1 2026, an estimated $786K.
JPMorgan Municipal ETF made up 0.11% of Daymark Wealth Partners's portfolio in Q1 2026, its #150 holding.
Daymark Wealth Partners first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 9 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.