Great Valley Advisor Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Great Valley Advisor 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	$9.08M	Buy	181,672 +43,275	+31%	+$2.19M	0.17%	130
2025 Q4	$6.99M	Buy	138,397 +9,233	+7%	+$467K	0.13%	150
2025 Q3	$6.52M	Sell	129,164 -624	-0.5%	-$31K	0.13%	153
2025 Q2	$6.44M	Sell	129,788 -41,218	-24%	-$2.04M	0.14%	148
2025 Q1	$8.55M	Buy	171,006 +38,436	+29%	+$1.93M	0.18%	126
2024 Q4	$6.65M	Sell	132,570 -21,721	-14%	-$1.1M	0.15%	141
2024 Q3	$7.91M	Buy	154,291 +8,423	+6%	+$429K	0.19%	123
2024 Q2	$7.35M	Buy	145,868 +4,908	+3%	+$247K	0.21%	116
2024 Q1	$7.15M	Buy	140,960 +18,695	+15%	+$949K	0.22%	113
2023 Q4	$6.23M	Buy	122,265 +24,091	+25%	+$1.18M	0.22%	116
2023 Q3	$4.75M	Buy	98,174 +17,977	+22%	+$892K	0.2%	125
2023 Q2	$4.03M	Buy	80,197 +14,187	+21%	+$714K	0.17%	147
2023 Q1	$3.34M	Buy	66,010 +21,610	+49%	+$1.09M	0.16%	162
2022 Q4	$2.21M	Buy	+44,400	New	+$2.18M	0.11%	197

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

Great Valley Advisor Group's JMUB Position: Q1 2026 in Review

Great Valley Advisor Group increased its JPMorgan Municipal ETF (JMUB) stake by 31% in Q1 2026, buying an estimated $2.19M and bringing the position to 181,672 shares worth $9.08M. The position accounts for 0.17% of the portfolio, ranked #130.

Great Valley Advisor Group first reported a position in JMUB in Q4 2022 and has held it in 14 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Great Valley Advisor Group held 181,672 shares of JPMorgan Municipal ETF worth $9.08M as of Q1 2026.
Great Valley Advisor Group bought 43,275 JPMorgan Municipal ETF shares in Q1 2026, an estimated $2.19M.
JPMorgan Municipal ETF made up 0.17% of Great Valley Advisor Group's portfolio in Q1 2026, its #130 holding.
Great Valley Advisor Group first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 14 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.