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Keudell/Morrison Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Keudell/Morrison 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
Q2 		$10.4M Buy
204,595
+5,674
+3% +$286K 1.96% 11
2026
Q1 		$9.94M Buy
198,921
+26,344
+15% +$1.34M 2.03% 10
2025
Q4 		$8.72M Buy
+172,577
New +$8.73M 1.83% 15
2025
Q2 		$5.31M Buy
106,948
+6,918
+7% +$342K 1.18% 15
2025
Q1 		$5M Sell
100,030
-851
-0.8% -$42.8K 1.18% 16
2024
Q4 		$5.06M Buy
100,881
+9,049
+10% +$458K 1.32% 16
2024
Q3 		$4.71M Buy
91,832
+1,694
+2% +$86.2K 1.28% 14
2024
Q2 		$4.54M Sell
90,138
-1,031
-1% -$51.9K 1.33% 14
2024
Q1 		$4.63M Buy
91,169
+2,716
+3% +$138K 1.4% 15
2023
Q4 		$4.51M Sell
88,453
-1,988
-2% -$97.8K 1.49% 14
2023
Q3 		$4.37M Sell
90,441
-5,826
-6% -$289K 1.33% 14
2023
Q2 		$4.84M Sell
96,267
-12,619
-12% -$635K 1.39% 14
2023
Q1 		$5.51M Buy
108,886
+2,270
+2% +$114K 1.62% 12
2022
Q4 		$5.3M Buy
+106,616
New +$5.23M 1.7% 10

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return

Keudell/Morrison Wealth Management's JMUB Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 2.9% in Q2 2026, buying an estimated $286K and bringing the position to 204,595 shares worth $10.4M. The position accounts for 1.96% of the portfolio, ranked #11.

Keudell/Morrison Wealth Management first reported a position in JMUB in Q4 2022 and has held it in 14 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • Keudell/Morrison Wealth Management held 204,595 shares of JPMorgan Municipal ETF worth $10.4M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 5,674 JPMorgan Municipal ETF shares in Q2 2026, an estimated $286K.
  • JPMorgan Municipal ETF made up 1.96% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Keudell/Morrison Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 14 quarters since.
  • 510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.