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IAG Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

IAG Wealth 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 		$20.7M Buy
413,210
+10,488
+3% +$532K 2.31% 15
2025
Q4 		$20.3M Buy
402,722
+14,590
+4% +$738K 2.35% 15
2025
Q3 		$19.6M Buy
388,132
+61,664
+19% +$3.06M 2.35% 15
2025
Q2 		$16.2M Buy
326,468
+20,779
+7% +$1.03M 2.14% 16
2025
Q1 		$15.3M Buy
305,689
+10,380
+4% +$522K 2.38% 15
2024
Q4 		$14.8M Sell
295,309
-1,006
-0.3% -$50.9K 2.61% 12
2024
Q3 		$15.2M Sell
296,315
-1,796
-0.6% -$91.4K 2.81% 11
2024
Q2 		$15M Buy
298,111
+11,624
+4% +$585K 3.02% 11
2024
Q1 		$14.5M Buy
286,487
+1,483
+0.5% +$75.3K 3.12% 11
2023
Q4 		$14.5M Buy
+285,004
New +$14M 3.31% 10
2022
Q4 		– Sell
-184
Closed -$9K – 470
2022
Q3 		$9K Buy
+184
New +$9.23K ﹤0.01% 285

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAG Wealth Partners's JMUB Position: Q1 2026 in Review

IAG Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 2.6% in Q1 2026, buying an estimated $532K and bringing the position to 413,210 shares worth $20.7M. The position accounts for 2.31% of the portfolio, ranked #15.

IAG Wealth Partners first reported a position in JMUB in Q3 2022 and has held it in 11 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • IAG Wealth Partners held 413,210 shares of JPMorgan Municipal ETF worth $20.7M as of Q1 2026.
  • IAG Wealth Partners bought 10,488 JPMorgan Municipal ETF shares in Q1 2026, an estimated $532K.
  • JPMorgan Municipal ETF made up 2.31% of IAG Wealth Partners's portfolio in Q1 2026, its #15 holding.
  • IAG Wealth Partners first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 11 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.