Philip James Wealth Mangement’s JPMorgan Municipal ETF JMUB Stock Holding History

Philip James Wealth Mangement’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	$1.61M	Sell	32,203 -4,125	-11%	-$209K	0.19%	68
2025 Q4	$1.83M	Buy	36,328 +718	+2%	+$36.3K	0.21%	71
2025 Q3	$1.8M	Sell	35,610 -7,600	-18%	-$378K	0.21%	71
2025 Q2	$2.14M	Buy	43,210 +706	+2%	+$34.9K	0.27%	64
2025 Q1	$2.13M	Buy	42,504 +7,692	+22%	+$387K	0.26%	57
2024 Q4	$1.75M	Buy	34,812 +41	+0.1%	+$2.08K	0.23%	63
2024 Q3	$1.78M	Buy	34,771 +4,588	+15%	+$233K	0.22%	61
2024 Q2	$1.52M	Buy	+30,183	New	+$1.52M	1.01%	18

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

Philip James Wealth Mangement's JMUB Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its JPMorgan Municipal ETF (JMUB) stake by 11% in Q1 2026, selling an estimated $209K and leaving 32,203 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #68.

Philip James Wealth Mangement first reported a position in JMUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q2 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Philip James Wealth Mangement held 32,203 shares of JPMorgan Municipal ETF worth $1.61M as of Q1 2026.
Philip James Wealth Mangement sold 4,125 JPMorgan Municipal ETF shares in Q1 2026, an estimated $209K.
JPMorgan Municipal ETF made up 0.19% of Philip James Wealth Mangement's portfolio in Q1 2026, its #68 holding.
Philip James Wealth Mangement first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's JPMorgan Municipal ETF position peaked at $2.14M in Q2 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.