NewEdge Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

NewEdge Wealth’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	$4.39M	Sell	87,854 -11,940	-12%	-$605K	0.05%	242
2025 Q4	$5.04M	Buy	99,794 +14,169	+17%	+$717K	0.06%	230
2025 Q3	$4.33M	Buy	85,625 +24,234	+39%	+$1.2M	0.06%	234
2025 Q2	$3.03M	Buy	61,391 +24,403	+66%	+$1.21M	0.05%	294
2025 Q1	$1.85M	Sell	36,988 -2,595	-7%	-$130K	0.03%	361
2024 Q4	$1.99M	Buy	39,583 +10,245	+35%	+$519K	0.03%	357
2024 Q3	$1.5M	Buy	29,338 +660	+2%	+$33.6K	0.03%	393
2024 Q2	$1.44M	Buy	28,678 +4,890	+21%	+$246K	0.03%	364
2024 Q1	$1.19M	Buy	23,788 +2,300	+11%	+$117K	0.03%	401
2023 Q4	$1.1M	Sell	21,488 -6,710	-24%	-$330K	0.03%	382
2023 Q3	$1.36M	Buy	28,198 +3,153	+13%	+$156K	0.04%	313
2023 Q2	$1.26M	Buy	+25,045	New	+$1.26M	0.04%	320

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 Wealth's JMUB Position: Q1 2026 in Review

NewEdge Wealth reduced its JPMorgan Municipal ETF (JMUB) stake by 12% in Q1 2026, selling an estimated $605K and leaving 87,854 shares worth $4.39M. The position accounts for 0.05% of the portfolio, ranked #242.

NewEdge Wealth first reported a position in JMUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.04M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

NewEdge Wealth held 87,854 shares of JPMorgan Municipal ETF worth $4.39M as of Q1 2026.
NewEdge Wealth sold 11,940 JPMorgan Municipal ETF shares in Q1 2026, an estimated $605K.
JPMorgan Municipal ETF made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #242 holding.
NewEdge Wealth first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 12 quarters since.
NewEdge Wealth's JPMorgan Municipal ETF position peaked at $5.04M in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

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