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IHT Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

IHT Wealth Management’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 		$2.33M Buy
46,604
+1,321
+3% +$67K 0.05% 332
2025
Q4 		$2.29M Buy
45,283
+6,489
+17% +$328K 0.06% 312
2025
Q3 		$1.96M Buy
38,794
+2,726
+8% +$135K 0.05% 341
2025
Q2 		$1.79M Buy
36,068
+28,240
+361% +$1.39M 0.05% 340
2025
Q1 		$391K Buy
7,828
+74
+1% +$3.72K 0.01% 753
2024
Q4 		$389K Sell
7,754
-576
-7% -$29.2K 0.01% 767
2024
Q3 		$427K Buy
8,330
+1,937
+30% +$98.6K 0.01% 772
2024
Q2 		$322K Sell
6,393
-39
-0.6% -$1.96K 0.01% 775
2024
Q1 		$326K Buy
+6,432
New +$327K 0.01% 770

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

IHT Wealth Management's JMUB Position: Q1 2026 in Review

IHT Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 2.9% in Q1 2026, buying an estimated $67K and bringing the position to 46,604 shares worth $2.33M. The position accounts for 0.05% of the portfolio, ranked #332.

IHT Wealth Management 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.

  • IHT Wealth Management held 46,604 shares of JPMorgan Municipal ETF worth $2.33M as of Q1 2026.
  • IHT Wealth Management bought 1,321 JPMorgan Municipal ETF shares in Q1 2026, an estimated $67K.
  • JPMorgan Municipal ETF made up 0.05% of IHT Wealth Management's portfolio in Q1 2026, its #332 holding.
  • IHT Wealth Management 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 IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.