Family Investment Center’s JPMorgan Municipal ETF JMUB Stock Holding History

Family Investment Center’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	$645K	Buy	12,903 +1,200	+10%	+$60.8K	0.12%	46
2025 Q4	$592K	Hold	11,703	–	–	0.12%	45
2025 Q3	$591K	Hold	11,703	–	–	0.12%	46
2025 Q2	$581K	Sell	11,703 -6,965	-37%	-$344K	0.13%	48
2025 Q1	$933K	Buy	18,668 +1,410	+8%	+$70.9K	0.23%	37
2024 Q4	$865K	Sell	17,258 -4,458	-21%	-$226K	0.22%	40
2024 Q3	$1.11M	Buy	21,716 +254	+1%	+$12.9K	0.28%	31
2024 Q2	$1.08M	Buy	21,462 +8,372	+64%	+$421K	0.32%	29
2024 Q1	$664K	Buy	13,090 +1,078	+9%	+$54.7K	0.21%	41
2023 Q4	$612K	Buy	+12,012	New	+$591K	0.31%	31

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

Family Investment Center's JMUB Position: Q1 2026 in Review

Family Investment Center increased its JPMorgan Municipal ETF (JMUB) stake by 10% in Q1 2026, buying an estimated $60.8K and bringing the position to 12,903 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #46.

Family Investment Center first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q3 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Family Investment Center held 12,903 shares of JPMorgan Municipal ETF worth $645K as of Q1 2026.
Family Investment Center bought 1,200 JPMorgan Municipal ETF shares in Q1 2026, an estimated $60.8K.
JPMorgan Municipal ETF made up 0.12% of Family Investment Center's portfolio in Q1 2026, its #46 holding.
Family Investment Center first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Family Investment Center's JPMorgan Municipal ETF position peaked at $1.11M in Q3 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.