NewEdge Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

NewEdge 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	$2.94M	Sell	58,718 -1,114	-2%	-$56.5K	0.01%	914
2025 Q4	$3.02M	Buy	59,832 +16,363	+38%	+$828K	0.01%	869
2025 Q3	$2.19M	Buy	43,469 +4,966	+13%	+$247K	0.01%	967
2025 Q2	$1.91M	Sell	38,503 -853	-2%	-$42.1K	0.01%	962
2025 Q1	$1.97M	Sell	39,356 -8,197	-17%	-$412K	0.01%	878
2024 Q4	$2.38M	Buy	47,553 +4,074	+9%	+$206K	0.01%	763
2024 Q3	$2.23M	Buy	43,479 +14,853	+52%	+$756K	0.01%	741
2024 Q2	$1.44M	Buy	28,626 +4,963	+21%	+$250K	0.01%	903
2024 Q1	$1.2M	Buy	23,663 +2,913	+14%	+$148K	0.01%	914
2023 Q4	$1.05M	Buy	+20,750	New	+$1.02M	0.01%	910

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

NewEdge Advisors's JMUB Position: Q1 2026 in Review

NewEdge Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 1.9% in Q1 2026, selling an estimated $56.5K and leaving 58,718 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #914.

NewEdge Advisors first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.02M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

NewEdge Advisors held 58,718 shares of JPMorgan Municipal ETF worth $2.94M as of Q1 2026.
NewEdge Advisors sold 1,114 JPMorgan Municipal ETF shares in Q1 2026, an estimated $56.5K.
JPMorgan Municipal ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #914 holding.
NewEdge Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
NewEdge Advisors's JPMorgan Municipal ETF position peaked at $3.02M in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.