NFP Retirement Inc’s JPMorgan Municipal ETF JMUB Stock Holding History

NFP Retirement Inc’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	$2.14M	Buy	42,814 +1,020	+2%	+$51.7K	0.13%	100
2025 Q4	$2.11M	Buy	41,794 +6,893	+20%	+$349K	0.13%	98
2025 Q3	$1.76M	Sell	34,901 -4,597	-12%	-$228K	0.11%	102
2025 Q2	$1.96M	Buy	39,498 +1,403	+4%	+$69.3K	0.13%	91
2025 Q1	$1.9M	Buy	38,095 +4,162	+12%	+$209K	0.15%	79
2024 Q4	$1.7M	Buy	33,933 +19,906	+142%	+$1.01M	0.13%	89
2024 Q3	$719K	Buy	14,027 +3,900	+39%	+$198K	0.06%	148
2024 Q2	$510K	Buy	+10,127	New	+$509K	0.04%	184

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

NFP Retirement Inc's JMUB Position: Q1 2026 in Review

NFP Retirement Inc increased its JPMorgan Municipal ETF (JMUB) stake by 2.4% in Q1 2026, buying an estimated $51.7K and bringing the position to 42,814 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #100.

NFP Retirement Inc first reported a position in JMUB in Q2 2024 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

NFP Retirement Inc held 42,814 shares of JPMorgan Municipal ETF worth $2.14M as of Q1 2026.
NFP Retirement Inc bought 1,020 JPMorgan Municipal ETF shares in Q1 2026, an estimated $51.7K.
JPMorgan Municipal ETF made up 0.13% of NFP Retirement Inc's portfolio in Q1 2026, its #100 holding.
NFP Retirement Inc first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 8 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.