Golden State Equity Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Golden State Equity Partners’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	$2.27M	Buy	45,486 +32,087	+239%	+$1.63M	0.17%	133
2025 Q4	$677K	Sell	13,399 -5,746	-30%	-$291K	0.11%	212
2025 Q3	$966K	Sell	19,145 -14	-0.1%	-$695	0.16%	155
2025 Q2	$951K	Buy	19,159 +871	+5%	+$43K	0.18%	145
2025 Q1	$914K	Buy	18,288 +594	+3%	+$29.9K	0.18%	144
2024 Q4	$887K	Buy	17,694 +822	+5%	+$41.6K	0.17%	149
2024 Q3	$865K	Sell	16,872 -66	-0.4%	-$3.36K	0.46%	40
2024 Q2	$853K	Buy	+16,938	New	+$852K	0.18%	131
2023 Q4	$751K	Buy	14,734 +1,492	+11%	+$73.4K	0.18%	126
2023 Q3	$641K	Buy	+13,242	New	+$657K	0.18%	141

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

Golden State Equity Partners's JMUB Position: Q1 2026 in Review

Golden State Equity Partners increased its JPMorgan Municipal ETF (JMUB) stake by 239% in Q1 2026, buying an estimated $1.63M and bringing the position to 45,486 shares worth $2.27M. The position accounts for 0.17% of the portfolio, ranked #133.

Golden State Equity Partners first reported a position in JMUB in Q3 2023 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Golden State Equity Partners held 45,486 shares of JPMorgan Municipal ETF worth $2.27M as of Q1 2026.
Golden State Equity Partners bought 32,087 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.63M.
JPMorgan Municipal ETF made up 0.17% of Golden State Equity Partners's portfolio in Q1 2026, its #133 holding.
Golden State Equity Partners first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 10 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.