Global Financial Private Client’s JPMorgan Municipal ETF JMUB Stock Holding History

Global Financial Private Client’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	$434K	Sell	8,690 -100	-1%	-$5.07K	0.14%	166
2025 Q4	$444K	Sell	8,790 -66	-0.7%	-$3.34K	0.16%	155
2025 Q3	$447K	Buy	8,856 +350	+4%	+$17.4K	0.16%	156
2025 Q2	$422K	Sell	8,506 -650	-7%	-$32.1K	0.16%	154
2025 Q1	$458K	Sell	9,156 -874	-9%	-$43.9K	0.17%	133
2024 Q4	$503K	Sell	10,030 -2,136	-18%	-$108K	0.19%	132
2024 Q3	$624K	Sell	12,166 -155	-1%	-$7.89K	0.24%	110
2024 Q2	$621K	Buy	+12,321	New	+$620K	0.26%	105

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

Global Financial Private Client's JMUB Position: Q1 2026 in Review

Global Financial Private Client reduced its JPMorgan Municipal ETF (JMUB) stake by 1.1% in Q1 2026, selling an estimated $5.07K and leaving 8,690 shares worth $434K. The position accounts for 0.14% of the portfolio, ranked #166.

Global Financial Private Client first reported a position in JMUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $624K in Q3 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Global Financial Private Client held 8,690 shares of JPMorgan Municipal ETF worth $434K as of Q1 2026.
Global Financial Private Client sold 100 JPMorgan Municipal ETF shares in Q1 2026, an estimated $5.07K.
JPMorgan Municipal ETF made up 0.14% of Global Financial Private Client's portfolio in Q1 2026, its #166 holding.
Global Financial Private Client first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 8 quarters since.
Global Financial Private Client's JPMorgan Municipal ETF position peaked at $624K in Q3 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Global Financial Private Client's 13F filing for Q1 2026, filed 20 Apr 2026.