High Net Worth Advisory Group’s JPMorgan Municipal ETF JMUB Stock Holding History

High Net Worth 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	$1,000K	Sell	20,000 -47	-0.2%	-$2.38K	0.23%	98
2025 Q4	$1.01M	Buy	20,047 +6,000	+43%	+$304K	0.23%	95
2025 Q3	$709K	Hold	14,047	–	–	0.17%	112
2025 Q2	$697K	Hold	14,047	–	–	0.18%	106
2025 Q1	$702K	Sell	14,047 -1,433	-9%	-$72K	0.2%	102
2024 Q4	$776K	Buy	15,480 +6,000	+63%	+$304K	0.22%	98
2024 Q3	$486K	Sell	9,480 -800	-8%	-$40.7K	0.13%	129
2024 Q2	$518K	Hold	10,280	–	–	0.16%	114
2024 Q1	$522K	Buy	10,280 +5,880	+134%	+$299K	0.16%	117
2023 Q4	$224K	Buy	+4,400	New	+$216K	0.08%	177

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

High Net Worth Advisory Group's JMUB Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its JPMorgan Municipal ETF (JMUB) stake by 0.23% in Q1 2026, selling an estimated $2.38K and leaving 20,000 shares worth $1,000K. The position accounts for 0.23% of the portfolio, ranked #98.

High Net Worth Advisory Group first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

High Net Worth Advisory Group held 20,000 shares of JPMorgan Municipal ETF worth $1,000K as of Q1 2026.
High Net Worth Advisory Group sold 47 JPMorgan Municipal ETF shares in Q1 2026, an estimated $2.38K.
JPMorgan Municipal ETF made up 0.23% of High Net Worth Advisory Group's portfolio in Q1 2026, its #98 holding.
High Net Worth Advisory Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
High Net Worth Advisory Group's JPMorgan Municipal ETF position peaked at $1.01M in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.