Envestnet Portfolio Solutions
JMUB icon

Envestnet Portfolio Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History

Envestnet Portfolio Solutions’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 		$1.03M Buy
20,633
+6,607
+47% +$335K 0.01% 630
2025
Q4 		$708K Buy
+14,026
New +$710K ﹤0.01% 905
2025
Q3 		– Sell
-5,428
Closed -$269K – 1524
2025
Q2 		$269K Sell
5,428
-6,045
-53% -$299K ﹤0.01% 1392
2025
Q1 		$574K Sell
11,473
-2,641
-19% -$133K ﹤0.01% 991
2024
Q4 		$708K Buy
14,114
+205
+1% +$10.4K ﹤0.01% 1076
2024
Q3 		$713K Buy
13,909
+1,743
+14% +$88.7K ﹤0.01% 1033
2024
Q2 		$613K Buy
12,166
+1,009
+9% +$50.8K ﹤0.01% 1050
2024
Q1 		$566K Buy
11,157
+1,724
+18% +$87.5K ﹤0.01% 1068
2023
Q4 		$481K Buy
9,433
+194
+2% +$9.54K ﹤0.01% 1072
2023
Q3 		$447K Buy
+9,239
New +$459K ﹤0.01% 1033

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

Envestnet Portfolio Solutions's JMUB Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its JPMorgan Municipal ETF (JMUB) stake by 47% in Q1 2026, buying an estimated $335K and bringing the position to 20,633 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #630.

Envestnet Portfolio Solutions first reported a position in JMUB in Q3 2023 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Envestnet Portfolio Solutions held 20,633 shares of JPMorgan Municipal ETF worth $1.03M as of Q1 2026.
  • Envestnet Portfolio Solutions bought 6,607 JPMorgan Municipal ETF shares in Q1 2026, an estimated $335K.
  • JPMorgan Municipal ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #630 holding.
  • Envestnet Portfolio Solutions first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 10 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.