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Northwest Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Northwest Financial 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 		$219K Buy
+4,385
New +$222K 0.42% 62
2024
Q4 		– Sell
-1,755
Closed -$90K – 336
2024
Q3 		$90K Buy
+1,755
New +$89.3K 0.07% 167
2024
Q1 		– Sell
-47,429
Closed -$2.42M – 311
2023
Q4 		$2.42M Buy
+47,429
New +$2.33M 2.05% 8

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

Northwest Financial Advisors's JMUB Position: Q1 2026 in Review

Northwest Financial Advisors opened a new position in JPMorgan Municipal ETF (JMUB) in Q1 2026: 4,385 shares worth $219K. The stake represents 0.42% of the portfolio and ranks #62 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in JMUB as recently as Q3 2024.

Northwest Financial Advisors first reported a position in JMUB in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.42M in Q4 2023. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Northwest Financial Advisors held 4,385 shares of JPMorgan Municipal ETF worth $219K as of Q1 2026.
  • JPMorgan Municipal ETF was a new Northwest Financial Advisors position in Q1 2026.
  • JPMorgan Municipal ETF made up 0.42% of Northwest Financial Advisors's portfolio in Q1 2026, its #62 holding.
  • Northwest Financial Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 3 quarters since.
  • Northwest Financial Advisors's JPMorgan Municipal ETF position peaked at $2.42M in Q4 2023.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.