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Mather Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Mather 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 		$23.8M Buy
475,253
+20,604
+5% +$1.04M 0.24% 47
2025
Q4 		$23M Buy
454,649
+30,238
+7% +$1.53M 0.24% 46
2025
Q3 		$21.4M Buy
424,411
+58,770
+16% +$2.92M 0.22% 49
2025
Q2 		$18.2M Buy
365,641
+179,685
+97% +$8.88M 0.19% 51
2025
Q1 		$9.3M Buy
185,956
+58,558
+46% +$2.94M 0.11% 83
2024
Q4 		$6.39M Buy
127,398
+22,530
+21% +$1.14M 0.08% 100
2024
Q3 		$5.38M Buy
+104,868
New +$5.34M 0.07% 108

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

Mather Group's JMUB Position: Q1 2026 in Review

Mather Group increased its JPMorgan Municipal ETF (JMUB) stake by 4.5% in Q1 2026, buying an estimated $1.04M and bringing the position to 475,253 shares worth $23.8M. The position accounts for 0.24% of the portfolio, ranked #47.

Mather Group first reported a position in JMUB in Q3 2024 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Mather Group held 475,253 shares of JPMorgan Municipal ETF worth $23.8M as of Q1 2026.
  • Mather Group bought 20,604 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.04M.
  • JPMorgan Municipal ETF made up 0.24% of Mather Group's portfolio in Q1 2026, its #47 holding.
  • Mather Group first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 7 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.