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Kestra Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Kestra Advisory Services’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 		$7.26M Buy
145,315
+32,284
+29% +$1.64M 0.03% 599
2025
Q4 		$5.71M Buy
113,031
+24,811
+28% +$1.26M 0.02% 656
2025
Q3 		$4.45M Buy
88,220
+1,768
+2% +$87.8K 0.02% 740
2025
Q2 		$4.29M Buy
86,452
+7,479
+9% +$369K 0.02% 713
2025
Q1 		$3.95M Buy
78,973
+6,787
+9% +$341K 0.02% 669
2024
Q4 		$3.62M Buy
72,186
+9,161
+15% +$464K 0.02% 715
2024
Q3 		$3.23M Sell
63,025
-59
-0.1% -$3K 0.02% 734
2024
Q2 		$3.18M Buy
63,084
+6,669
+12% +$335K 0.02% 755
2024
Q1 		$2.86M Sell
56,415
-9,845
-15% -$500K 0.02% 728
2023
Q4 		$3.38M Buy
66,260
+3,121
+5% +$154K 0.03% 593
2023
Q3 		$3.05M Buy
63,139
+6,985
+12% +$347K 0.03% 539
2023
Q2 		$2.82M Buy
56,154
+51,638
+1,143% +$2.6M 0.03% 557
2023
Q1 		$229K Buy
+4,516
New +$227K ﹤0.01% 1746

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

Kestra Advisory Services's JMUB Position: Q1 2026 in Review

Kestra Advisory Services increased its JPMorgan Municipal ETF (JMUB) stake by 29% in Q1 2026, buying an estimated $1.64M and bringing the position to 145,315 shares worth $7.26M. The position accounts for 0.03% of the portfolio, ranked #599.

Kestra Advisory Services first reported a position in JMUB in Q1 2023 and has held it in 13 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Kestra Advisory Services held 145,315 shares of JPMorgan Municipal ETF worth $7.26M as of Q1 2026.
  • Kestra Advisory Services bought 32,284 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.64M.
  • JPMorgan Municipal ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #599 holding.
  • Kestra Advisory Services first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 13 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.