Planning Directions’s JPMorgan Municipal ETF JMUB Stock Holding History

Planning Directions’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	$1M	Buy	20,066 +177	+0.9%	+$8.97K	0.51%	34
2025 Q4	$1M	Buy	19,889 +179	+0.9%	+$9.06K	0.51%	31
2025 Q3	$995K	Buy	19,710 +46	+0.2%	+$2.29K	0.52%	31
2025 Q2	$976K	Buy	19,664 +175	+0.9%	+$8.64K	0.55%	31
2025 Q1	$974K	Buy	19,489 +1,357	+7%	+$68.2K	0.42%	43
2024 Q4	$909K	Buy	18,132 +156	+0.9%	+$7.9K	0.53%	31
2024 Q3	$922K	Buy	+17,976	New	+$915K	0.55%	32

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

Planning Directions's JMUB Position: Q1 2026 in Review

Planning Directions increased its JPMorgan Municipal ETF (JMUB) stake by 0.89% in Q1 2026, buying an estimated $8.97K and bringing the position to 20,066 shares worth $1M. The position accounts for 0.51% of the portfolio, ranked #34.

Planning Directions first reported a position in JMUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Planning Directions held 20,066 shares of JPMorgan Municipal ETF worth $1M as of Q1 2026.
Planning Directions bought 177 JPMorgan Municipal ETF shares in Q1 2026, an estimated $8.97K.
JPMorgan Municipal ETF made up 0.51% of Planning Directions's portfolio in Q1 2026, its #34 holding.
Planning Directions first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 7 quarters since.
Planning Directions's JPMorgan Municipal ETF position peaked at $1M in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.