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Kingsview Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Kingsview 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
Q1 		$812K Sell
16,251
-5,554
-25% -$282K 0.01% 739
2025
Q4 		$1.1M Buy
21,805
+1,172
+6% +$59.3K 0.02% 609
2025
Q3 		$1.04M Sell
20,633
-402
-2% -$20K 0.02% 598
2025
Q2 		$1.04M Buy
21,035
+4,080
+24% +$202K 0.02% 574
2025
Q1 		$848K Buy
16,955
+1,022
+6% +$51.4K 0.02% 590
2024
Q4 		$799K Sell
15,933
-206
-1% -$10.4K 0.02% 606
2024
Q3 		$827K Buy
16,139
+2,184
+16% +$111K 0.02% 579
2024
Q2 		$703K Buy
13,955
+6,626
+90% +$333K 0.02% 589
2024
Q1 		$372K Buy
7,329
+1,128
+18% +$57.3K 0.01% 745
2023
Q4 		$316K Buy
6,201
+15
+0.2% +$738 0.01% 747
2023
Q3 		$299K Sell
6,186
-2,063
-25% -$102K 0.01% 742
2023
Q2 		$414K Sell
8,249
-64
-0.8% -$3.22K 0.02% 643
2023
Q1 		$421K Buy
8,313
+145
+2% +$7.3K 0.02% 623
2022
Q4 		$406K Buy
+8,168
New +$400K 0.02% 570

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

Kingsview Wealth Management's JMUB Position: Q1 2026 in Review

Kingsview Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 25% in Q1 2026, selling an estimated $282K and leaving 16,251 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #739.

Kingsview Wealth Management first reported a position in JMUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Kingsview Wealth Management held 16,251 shares of JPMorgan Municipal ETF worth $812K as of Q1 2026.
  • Kingsview Wealth Management sold 5,554 JPMorgan Municipal ETF shares in Q1 2026, an estimated $282K.
  • JPMorgan Municipal ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #739 holding.
  • Kingsview Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 14 quarters since.
  • Kingsview Wealth Management's JPMorgan Municipal ETF position peaked at $1.1M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.