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

Financial Strategies 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 		$741K Sell
14,652
-25
-0.2% -$1.27K 0.12% 66
2025
Q4 		$743K Buy
14,677
+257
+2% +$13K 0.13% 65
2025
Q3 		$730K Sell
14,420
-75
-0.5% -$3.73K 0.14% 63
2025
Q2 		$716K Buy
14,495
+3,334
+30% +$165K 0.15% 61
2025
Q1 		$547K Sell
11,161
-73
-0.6% -$3.67K 0.13% 64
2024
Q4 		$560K Buy
11,234
+975
+10% +$49.4K 0.13% 57
2024
Q3 		$521K Sell
10,259
-276
-3% -$14K 0.12% 54
2024
Q2 		$532K Sell
10,535
-76
-0.7% -$3.82K 0.13% 51
2024
Q1 		$534K Buy
10,611
+4,613
+77% +$234K 0.14% 51
2023
Q4 		$303K Sell
5,998
-37
-0.6% -$1.82K 0.09% 67
2023
Q3 		$290K Buy
6,035
+968
+19% +$48K 0.09% 66
2023
Q2 		$255K Buy
5,067
+61
+1% +$3.07K 0.08% 70
2023
Q1 		$253K Sell
5,006
-75
-1% -$3.77K 0.1% 71
2022
Q4 		$252K Sell
5,081
-1,984
-28% -$97.3K 0.1% 73
2022
Q3 		$342K Buy
7,065
+1,342
+23% +$67.3K 0.16% 61
2022
Q2 		$286K Buy
+5,723
New +$287K 0.12% 71
2021
Q1 		– Sell
-5,125
Closed -$282K – 73
2020
Q4 		$282K Buy
+5,125
New +$280K 0.16% 54

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

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

Financial Strategies Group reduced its JPMorgan Municipal ETF (JMUB) stake by 0.17% in Q1 2026, selling an estimated $1.27K and leaving 14,652 shares worth $741K. The position accounts for 0.12% of the portfolio, ranked #66.

Financial Strategies Group first reported a position in JMUB in Q4 2020 and has held it in 17 quarters since. The position peaked at $743K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Financial Strategies Group held 14,652 shares of JPMorgan Municipal ETF worth $741K as of Q1 2026.
  • Financial Strategies Group sold 25 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.27K.
  • JPMorgan Municipal ETF made up 0.12% of Financial Strategies Group's portfolio in Q1 2026, its #66 holding.
  • Financial Strategies Group first reported a position in JPMorgan Municipal ETF in Q4 2020 and has held it in 17 quarters since.
  • Financial Strategies Group's JPMorgan Municipal ETF position peaked at $743K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.