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Leo Wealth LLC’s JPMorgan Municipal ETF JMUB Stock Holding History

Leo Wealth LLC’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 		$1.07M Buy
21,313
+4,886
+30% +$248K 0.08% 177
2025
Q4 		$830K Buy
+16,427
New +$831K 0.06% 201

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leo Wealth LLC's JMUB Position: Q1 2026 in Review

Leo Wealth LLC increased its JPMorgan Municipal ETF (JMUB) stake by 30% in Q1 2026, buying an estimated $248K and bringing the position to 21,313 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #177.

Leo Wealth LLC first reported a position in JMUB in Q4 2025 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Leo Wealth LLC held 21,313 shares of JPMorgan Municipal ETF worth $1.07M as of Q1 2026.
  • Leo Wealth LLC bought 4,886 JPMorgan Municipal ETF shares in Q1 2026, an estimated $248K.
  • JPMorgan Municipal ETF made up 0.08% of Leo Wealth LLC's portfolio in Q1 2026, its #177 holding.
  • Leo Wealth LLC first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.