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KFA Private Wealth Group’s JPMorgan Municipal ETF JMUB Stock Holding History

KFA Private Wealth Group’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 		$274K Sell
5,479
-348
-6% -$17.6K 0.07% 135
2025
Q4 		$294K Buy
5,827
+242
+4% +$12.2K 0.07% 126
2025
Q3 		$282K Buy
+5,585
New +$277K 0.08% 118

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

KFA Private Wealth Group's JMUB Position: Q1 2026 in Review

KFA Private Wealth Group reduced its JPMorgan Municipal ETF (JMUB) stake by 6% in Q1 2026, selling an estimated $17.6K and leaving 5,479 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #135.

KFA Private Wealth Group first reported a position in JMUB in Q3 2025 and has held it in 3 quarters since. The position peaked at $294K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • KFA Private Wealth Group held 5,479 shares of JPMorgan Municipal ETF worth $274K as of Q1 2026.
  • KFA Private Wealth Group sold 348 JPMorgan Municipal ETF shares in Q1 2026, an estimated $17.6K.
  • JPMorgan Municipal ETF made up 0.07% of KFA Private Wealth Group's portfolio in Q1 2026, its #135 holding.
  • KFA Private Wealth Group first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • KFA Private Wealth Group's JPMorgan Municipal ETF position peaked at $294K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

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