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Oakwell Private Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Oakwell Private Wealth Management’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 		$8.72M Buy
174,454
+5,931
+4% +$301K 1.56% 13
2025
Q4 		$8.51M Buy
168,523
+7,507
+5% +$380K 1.59% 14
2025
Q3 		$8.13M Buy
161,016
+10,849
+7% +$539K 1.63% 13
2025
Q2 		$7.45M Buy
150,167
+6,894
+5% +$341K 1.72% 12
2025
Q1 		$7.16M Buy
+143,273
New +$7.2M 1.98% 12

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

Oakwell Private Wealth Management's JMUB Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 3.5% in Q1 2026, buying an estimated $301K and bringing the position to 174,454 shares worth $8.72M. The position accounts for 1.56% of the portfolio, ranked #13.

Oakwell Private Wealth Management first reported a position in JMUB in Q1 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Oakwell Private Wealth Management held 174,454 shares of JPMorgan Municipal ETF worth $8.72M as of Q1 2026.
  • Oakwell Private Wealth Management bought 5,931 JPMorgan Municipal ETF shares in Q1 2026, an estimated $301K.
  • JPMorgan Municipal ETF made up 1.56% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Oakwell Private Wealth Management first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.