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

Private Wealth Management Group’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	$4.91M	Buy	98,150 +4,734	+5%	+$240K	1.29%	19
2025 Q4	$4.72M	Buy	93,416 +6,137	+7%	+$310K	1.26%	19
2025 Q3	$4.4M	Buy	87,279 +12,700	+17%	+$631K	1.21%	21
2025 Q2	$3.7M	Buy	74,579 +57,933	+348%	+$2.86M	1.23%	19
2025 Q1	$832K	Buy	16,646 +3,231	+24%	+$162K	0.31%	39
2024 Q4	$673K	Buy	+13,415	New	+$679K	0.26%	42

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

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

Private Wealth Management Group increased its JPMorgan Municipal ETF (JMUB) stake by 5.1% in Q1 2026, buying an estimated $240K and bringing the position to 98,150 shares worth $4.91M. The position accounts for 1.29% of the portfolio, ranked #19.

Private Wealth Management Group first reported a position in JMUB in Q4 2024 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Private Wealth Management Group held 98,150 shares of JPMorgan Municipal ETF worth $4.91M as of Q1 2026.
Private Wealth Management Group bought 4,734 JPMorgan Municipal ETF shares in Q1 2026, an estimated $240K.
JPMorgan Municipal ETF made up 1.29% of Private Wealth Management Group's portfolio in Q1 2026, its #19 holding.
Private Wealth Management Group first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 6 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.