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Dorsey & Whitney Trust’s JPMorgan Municipal ETF JMUB Stock Holding History

Dorsey & Whitney Trust’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 		$1.26M Buy
25,290
+3,650
+17% +$185K 0.07% 241
2025
Q4 		$1.09M Buy
21,640
+1,090
+5% +$55.1K 0.06% 266
2025
Q3 		$1.04M Sell
20,550
-2,465
-11% -$122K 0.05% 274
2025
Q2 		$1.14M Buy
23,015
+2,500
+12% +$123K 0.06% 251
2025
Q1 		$1.03M Buy
20,515
+5
+0% +$251 0.06% 258
2024
Q4 		$1.03M Buy
+20,510
New +$1.04M 0.06% 259

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

Dorsey & Whitney Trust's JMUB Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its JPMorgan Municipal ETF (JMUB) stake by 17% in Q1 2026, buying an estimated $185K and bringing the position to 25,290 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #241.

Dorsey & Whitney Trust first reported a position in JMUB in Q4 2024 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Dorsey & Whitney Trust held 25,290 shares of JPMorgan Municipal ETF worth $1.26M as of Q1 2026.
  • Dorsey & Whitney Trust bought 3,650 JPMorgan Municipal ETF shares in Q1 2026, an estimated $185K.
  • JPMorgan Municipal ETF made up 0.07% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #241 holding.
  • Dorsey & Whitney Trust first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.