Kestra Private Wealth Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Kestra Private Wealth 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	$859K	Sell	17,187 -441	-3%	-$22.4K	0.01%	913
2025 Q4	$890K	Sell	17,628 -1,589	-8%	-$80.4K	0.01%	856
2025 Q3	$970K	Sell	19,217 -15,810	-45%	-$785K	0.01%	799
2025 Q2	$1.74M	Buy	35,027 +504	+1%	+$24.9K	0.03%	541
2025 Q1	$1.73M	Sell	34,523 -1,676	-5%	-$84.2K	0.03%	496
2024 Q4	$1.82M	Sell	36,199 -29,677	-45%	-$1.5M	0.03%	453
2024 Q3	$3.38M	Sell	65,876 -147,932	-69%	-$7.53M	0.06%	303
2024 Q2	$10.8M	Sell	213,808 -11,803	-5%	-$594K	0.22%	106
2024 Q1	$11.4M	Sell	225,611 -3,625	-2%	-$184K	0.26%	95
2023 Q4	$11.7M	Buy	229,236 +29,880	+15%	+$1.47M	0.3%	81
2023 Q3	$9.64M	Buy	+199,356	New	+$9.89M	0.3%	82

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

Kestra Private Wealth Services's JMUB Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan Municipal ETF (JMUB) stake by 2.5% in Q1 2026, selling an estimated $22.4K and leaving 17,187 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #913.

Kestra Private Wealth Services first reported a position in JMUB in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.7M in Q4 2023. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Kestra Private Wealth Services held 17,187 shares of JPMorgan Municipal ETF worth $859K as of Q1 2026.
Kestra Private Wealth Services sold 441 JPMorgan Municipal ETF shares in Q1 2026, an estimated $22.4K.
JPMorgan Municipal ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #913 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's JPMorgan Municipal ETF position peaked at $11.7M in Q4 2023.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.