Financial Connections Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Financial Connections Group’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	$2.55M	Sell	51,033 -3,531	-6%	-$179K	0.89%	25
2025 Q4	$2.75M	Buy	54,564 +729	+1%	+$36.9K	0.95%	24
2025 Q3	$2.72M	Sell	53,835 -9,276	-15%	-$461K	1.06%	21
2025 Q2	$3.13M	Buy	63,111 +33,149	+111%	+$1.64M	1.29%	21
2025 Q1	$1.5M	Sell	29,962 -11,999	-29%	-$603K	0.67%	31
2024 Q4	$2.1M	Buy	41,961 +9,162	+28%	+$464K	1.01%	20
2024 Q3	$1.68M	Buy	32,799 +9,026	+38%	+$459K	0.83%	24
2024 Q2	$1.2M	Buy	23,773 +9,722	+69%	+$489K	0.62%	27
2024 Q1	$713K	Buy	14,051 +235	+2%	+$11.9K	0.78%	14
2023 Q4	$704K	Buy	+13,816	New	+$680K	0.46%	29

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

Financial Connections Group's JMUB Position: Q1 2026 in Review

Financial Connections Group reduced its JPMorgan Municipal ETF (JMUB) stake by 6.5% in Q1 2026, selling an estimated $179K and leaving 51,033 shares worth $2.55M. The position accounts for 0.89% of the portfolio, ranked #25.

Financial Connections Group first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.13M in Q2 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Financial Connections Group held 51,033 shares of JPMorgan Municipal ETF worth $2.55M as of Q1 2026.
Financial Connections Group sold 3,531 JPMorgan Municipal ETF shares in Q1 2026, an estimated $179K.
JPMorgan Municipal ETF made up 0.89% of Financial Connections Group's portfolio in Q1 2026, its #25 holding.
Financial Connections Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Financial Connections Group's JPMorgan Municipal ETF position peaked at $3.13M in Q2 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.