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

Investment Planning 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	$2.92M	Buy	58,363 +504	+0.9%	+$25.6K	0.8%	20
2025 Q4	$2.92M	Buy	57,859 +6,137	+12%	+$310K	0.85%	21
2025 Q3	$2.61M	Buy	51,722 +3,077	+6%	+$153K	0.82%	19
2025 Q2	$2.41M	Sell	48,645 -682	-1%	-$33.7K	0.85%	17
2025 Q1	$2.47M	Buy	49,327 +8,058	+20%	+$405K	1%	17
2024 Q4	$2.07M	Buy	41,269 +7,376	+22%	+$373K	0.9%	23
2024 Q3	$1.71M	Hold	33,893	–	–	0.87%	25
2024 Q2	$1.71M	Buy	+33,893	New	+$1.7M	0.87%	25

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

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

Investment Planning Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 0.87% in Q1 2026, buying an estimated $25.6K and bringing the position to 58,363 shares worth $2.92M. The position accounts for 0.8% of the portfolio, ranked #20.

Investment Planning Advisors first reported a position in JMUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.92M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Investment Planning Advisors held 58,363 shares of JPMorgan Municipal ETF worth $2.92M as of Q1 2026.
Investment Planning Advisors bought 504 JPMorgan Municipal ETF shares in Q1 2026, an estimated $25.6K.
JPMorgan Municipal ETF made up 0.8% of Investment Planning Advisors's portfolio in Q1 2026, its #20 holding.
Investment Planning Advisors first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 8 quarters since.
Investment Planning Advisors's JPMorgan Municipal ETF position peaked at $2.92M in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.