Essex Financial Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Essex Financial Services’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	$299K	Sell	5,975 -100	-2%	-$5.07K	0.02%	616
2025 Q4	$307K	Sell	6,075 -10	-0.2%	-$506	0.02%	592
2025 Q3	$307K	Sell	6,085 -80	-1%	-$3.97K	0.02%	574
2025 Q2	$306K	Sell	6,165 -7,195	-54%	-$355K	0.02%	540
2025 Q1	$668K	Sell	13,360 -1,500	-10%	-$75.4K	0.05%	318
2024 Q4	$745K	Hold	14,860	–	–	0.05%	298
2024 Q3	$753K	Buy	14,860 +6,850	+86%	+$349K	0.05%	298
2024 Q2	$407K	Buy	8,010 +2,120	+36%	+$107K	0.03%	412
2024 Q1	$299K	Sell	5,890 -30	-0.5%	-$1.52K	0.03%	425
2023 Q4	$302K	Hold	5,920	–	–	0.03%	392
2023 Q3	$286K	Hold	5,920	–	–	0.03%	380
2023 Q2	$297K	Hold	5,920	–	–	0.03%	372
2023 Q1	$300K	Hold	5,920	–	–	0.03%	381
2022 Q4	$294K	Buy	+5,920	New	+$290K	0.03%	367

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

Essex Financial Services's JMUB Position: Q1 2026 in Review

Essex Financial Services reduced its JPMorgan Municipal ETF (JMUB) stake by 1.6% in Q1 2026, selling an estimated $5.07K and leaving 5,975 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #616.

Essex Financial Services first reported a position in JMUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $753K in Q3 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Essex Financial Services held 5,975 shares of JPMorgan Municipal ETF worth $299K as of Q1 2026.
Essex Financial Services sold 100 JPMorgan Municipal ETF shares in Q1 2026, an estimated $5.07K.
JPMorgan Municipal ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #616 holding.
Essex Financial Services first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 14 quarters since.
Essex Financial Services's JPMorgan Municipal ETF position peaked at $753K in Q3 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.