Lodestar Private Asset Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Lodestar Private Asset 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	$585K	Hold	11,709	–	–	0.06%	143
2025 Q4	$591K	Sell	11,709 -1,178	-9%	-$59.6K	0.06%	139
2025 Q3	$650K	Sell	12,887 -350	-3%	-$17.4K	0.07%	133
2025 Q2	$657K	Buy	13,237 +4,445	+51%	+$220K	0.08%	125
2025 Q1	$440K	Buy	8,792 +841	+11%	+$42.3K	0.06%	147
2024 Q4	$399K	Buy	7,951 +197	+3%	+$9.97K	0.05%	155
2024 Q3	$398K	Buy	7,754 +97	+1%	+$4.94K	0.05%	158
2024 Q2	$386K	Hold	7,657	–	–	0.05%	153
2024 Q1	$389K	Hold	7,657	–	–	0.06%	151
2023 Q4	$390K	Buy	7,657 +3,308	+76%	+$163K	0.06%	143
2023 Q3	$210K	Buy	+4,349	New	+$216K	0.04%	186

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

Lodestar Private Asset Management's JMUB Position: Q1 2026 in Review

Lodestar Private Asset Management held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2026 at 11,709 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #143.

Lodestar Private Asset Management first reported a position in JMUB in Q3 2023 and has held it in 11 quarters since. The position peaked at $657K in Q2 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Lodestar Private Asset Management held 11,709 shares of JPMorgan Municipal ETF worth $585K as of Q1 2026.
Lodestar Private Asset Management left its JPMorgan Municipal ETF share count unchanged in Q1 2026.
JPMorgan Municipal ETF made up 0.06% of Lodestar Private Asset Management's portfolio in Q1 2026, its #143 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 11 quarters since.
Lodestar Private Asset Management's JPMorgan Municipal ETF position peaked at $657K in Q2 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.