Freedom Investment Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Freedom Investment Management’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	$1.54M	Buy	30,729 +1,160	+4%	+$58.8K	0.46%	29
2025 Q4	$1.49M	Sell	29,569 -7,029	-19%	-$356K	0.43%	27
2025 Q3	$1.85M	Sell	36,598 -23,844	-39%	-$1.18M	0.49%	27
2025 Q2	$3M	Sell	60,442 -3,841	-6%	-$190K	0.24%	70
2025 Q1	$3.21M	Sell	64,283 -1,335	-2%	-$67.1K	0.27%	61
2024 Q4	$3.29M	Sell	65,618 -2,350	-3%	-$119K	0.27%	64
2024 Q3	$3.48M	Buy	67,968 +1,355	+2%	+$68.9K	0.28%	63
2024 Q2	$3.36M	Sell	66,613 -2,709	-4%	-$136K	0.27%	64
2024 Q1	$3.52M	Buy	69,322 +20,552	+42%	+$1.04M	0.28%	62
2023 Q4	$2.49M	Buy	+48,770	New	+$2.4M	0.2%	90

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 $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Freedom Investment Management's JMUB Position: Q1 2026 in Review

Freedom Investment Management increased its JPMorgan Municipal ETF (JMUB) stake by 3.9% in Q1 2026, buying an estimated $58.8K and bringing the position to 30,729 shares worth $1.54M. The position accounts for 0.46% of the portfolio, ranked #29.

Freedom Investment Management first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.52M in Q1 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Freedom Investment Management held 30,729 shares of JPMorgan Municipal ETF worth $1.54M as of Q1 2026.
Freedom Investment Management bought 1,160 JPMorgan Municipal ETF shares in Q1 2026, an estimated $58.8K.
JPMorgan Municipal ETF made up 0.46% of Freedom Investment Management's portfolio in Q1 2026, its #29 holding.
Freedom Investment Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's JPMorgan Municipal ETF position peaked at $3.52M in Q1 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.