Legacy Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Legacy Financial Advisors’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	$11.3M	Sell	225,720 -229	-0.1%	-$11.6K	1.58%	13
2025 Q4	$11.4M	Sell	225,949 -235	-0.1%	-$11.9K	1.58%	14
2025 Q3	$11.4M	Sell	226,184 -79,663	-26%	-$3.96M	1.57%	14
2025 Q2	$15.2M	Buy	305,847 +976	+0.3%	+$48.2K	2.37%	11
2025 Q1	$15.2M	Buy	304,871 +11,051	+4%	+$555K	2.55%	9
2024 Q4	$14.7M	Buy	293,820 +10,672	+4%	+$540K	2.44%	10
2024 Q3	$14.5M	Buy	283,148 +11,087	+4%	+$564K	2.44%	9
2024 Q2	$13.7M	Buy	272,061 +16,796	+7%	+$845K	2.44%	11
2024 Q1	$13M	Buy	255,265 +45,865	+22%	+$2.33M	2.32%	10
2023 Q4	$10.7M	Sell	209,400 -42,012	-17%	-$2.07M	2.05%	13
2023 Q3	$12.2M	Buy	+251,412	New	+$12.5M	2.43%	9

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

Legacy Financial Advisors's JMUB Position: Q1 2026 in Review

Legacy Financial Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 0.1% in Q1 2026, selling an estimated $11.6K and leaving 225,720 shares worth $11.3M. The position accounts for 1.58% of the portfolio, ranked #13.

Legacy Financial Advisors first reported a position in JMUB in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.2M in Q1 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Legacy Financial Advisors held 225,720 shares of JPMorgan Municipal ETF worth $11.3M as of Q1 2026.
Legacy Financial Advisors sold 229 JPMorgan Municipal ETF shares in Q1 2026, an estimated $11.6K.
JPMorgan Municipal ETF made up 1.58% of Legacy Financial Advisors's portfolio in Q1 2026, its #13 holding.
Legacy Financial Advisors first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 11 quarters since.
Legacy Financial Advisors's JPMorgan Municipal ETF position peaked at $15.2M in Q1 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.