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Evergreen Wealth Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History

Evergreen Wealth 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 		$800K Buy
16,011
+2,683
+20% +$136K 0.06% 189
2025
Q4 		$673K Buy
+13,328
New +$674K 0.09% 103

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

Evergreen Wealth Solutions's JMUB Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its JPMorgan Municipal ETF (JMUB) stake by 20% in Q1 2026, buying an estimated $136K and bringing the position to 16,011 shares worth $800K. The position accounts for 0.06% of the portfolio, ranked #189.

Evergreen Wealth Solutions first reported a position in JMUB in Q4 2025 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Evergreen Wealth Solutions held 16,011 shares of JPMorgan Municipal ETF worth $800K as of Q1 2026.
  • Evergreen Wealth Solutions bought 2,683 JPMorgan Municipal ETF shares in Q1 2026, an estimated $136K.
  • JPMorgan Municipal ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #189 holding.
  • Evergreen Wealth Solutions first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.