Goodman Advisory Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Goodman Advisory 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	$36.4K	Hold	728	–	–	0.01%	120
2025 Q4	$36.8K	Hold	728	–	–	0.01%	110
2025 Q3	$36.7K	Buy	+728	New	+$36.2K	0.01%	113
2025 Q2	–	Sell	-1,959	Closed	-$98K	–	177
2025 Q1	$98K	Buy	+1,959	New	+$98.4K	0.03%	92
2024 Q4	–	Sell	-3,946	Closed	-$202K	–	117
2024 Q3	$202K	Sell	3,946 -6	-0.2%	-$305	0.06%	85
2024 Q2	$199K	Buy	3,952 +13	+0.3%	+$654	0.06%	85
2024 Q1	$200K	Sell	3,939 -1,839	-32%	-$93.4K	0.06%	71
2023 Q4	$294K	Sell	5,778 -88,548	-94%	-$4.36M	0.1%	58
2023 Q3	$4.56M	Buy	+94,326	New	+$4.68M	1.7%	21

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

Goodman Advisory Group's JMUB Position: Q1 2026 in Review

Goodman Advisory Group held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2026 at 728 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #120.

Goodman Advisory Group first reported a position in JMUB in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.56M in Q3 2023. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Goodman Advisory Group held 728 shares of JPMorgan Municipal ETF worth $36.4K as of Q1 2026.
Goodman Advisory Group left its JPMorgan Municipal ETF share count unchanged in Q1 2026.
JPMorgan Municipal ETF made up 0.01% of Goodman Advisory Group's portfolio in Q1 2026, its #120 holding.
Goodman Advisory Group first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 9 quarters since.
Goodman Advisory Group's JPMorgan Municipal ETF position peaked at $4.56M in Q3 2023.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.