HTG Investment Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

HTG Investment Advisors’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	$11.8M	Buy	236,875 +10,702	+5%	+$543K	3.37%	11
2025 Q4	$11.4M	Buy	226,173 +127,593	+129%	+$6.46M	3.51%	11
2025 Q3	$4.98M	Buy	98,580 +8,398	+9%	+$417K	1.67%	16
2025 Q2	$4.48M	Buy	90,182 +7,196	+9%	+$355K	1.66%	15
2025 Q1	$4.15M	Buy	82,986 +12,660	+18%	+$636K	1.73%	14
2024 Q4	$3.53M	Buy	70,326 +8,129	+13%	+$412K	1.61%	15
2024 Q3	$3.19M	Buy	62,197 +10,461	+20%	+$532K	1.5%	16
2024 Q2	$2.61M	Buy	51,736 +34,002	+192%	+$1.71M	1.41%	18
2024 Q1	$900K	Buy	+17,734	New	+$901K	0.52%	28

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

HTG Investment Advisors's JMUB Position: Q1 2026 in Review

HTG Investment Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 4.7% in Q1 2026, buying an estimated $543K and bringing the position to 236,875 shares worth $11.8M. The position accounts for 3.37% of the portfolio, ranked #11.

HTG Investment Advisors first reported a position in JMUB in Q1 2024 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

HTG Investment Advisors held 236,875 shares of JPMorgan Municipal ETF worth $11.8M as of Q1 2026.
HTG Investment Advisors bought 10,702 JPMorgan Municipal ETF shares in Q1 2026, an estimated $543K.
JPMorgan Municipal ETF made up 3.37% of HTG Investment Advisors's portfolio in Q1 2026, its #11 holding.
HTG Investment Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 9 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.