Peterson Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Peterson Wealth 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	$692K	Sell	13,840 -9	-0.1%	-$456	0.09%	50
2025 Q4	$699K	Buy	13,849 +1,990	+17%	+$101K	0.09%	53
2025 Q3	$598K	Buy	11,859 +5,996	+102%	+$298K	0.09%	61
2025 Q2	$291K	Sell	5,863 -2,179	-27%	-$108K	0.05%	82
2025 Q1	$398K	Buy	8,042 +198	+3%	+$9.95K	0.08%	66
2024 Q4	$394K	Buy	7,844 +97	+1%	+$4.91K	0.07%	65
2024 Q3	$397K	Buy	7,747 +766	+11%	+$39K	0.08%	57
2024 Q2	$352K	Buy	+6,981	New	+$351K	0.07%	57

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

Peterson Wealth Advisors's JMUB Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 0.06% in Q1 2026, selling an estimated $456 and leaving 13,840 shares worth $692K. The position accounts for 0.09% of the portfolio, ranked #50.

Peterson Wealth Advisors first reported a position in JMUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $699K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Peterson Wealth Advisors held 13,840 shares of JPMorgan Municipal ETF worth $692K as of Q1 2026.
Peterson Wealth Advisors sold 9 JPMorgan Municipal ETF shares in Q1 2026, an estimated $456.
JPMorgan Municipal ETF made up 0.09% of Peterson Wealth Advisors's portfolio in Q1 2026, its #50 holding.
Peterson Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 8 quarters since.
Peterson Wealth Advisors's JPMorgan Municipal ETF position peaked at $699K in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.