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Prosperity Consulting Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Prosperity Consulting 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 		$729K Hold
14,580
– – 0.03% 289
2025
Q4 		$736K Hold
14,580
– – 0.03% 295
2025
Q3 		$736K Buy
+14,580
New +$724K 0.04% 289

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

Prosperity Consulting Group's JMUB Position: Q1 2026 in Review

Prosperity Consulting Group held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2026 at 14,580 shares worth $729K. The position accounts for 0.03% of the portfolio, ranked #289.

Prosperity Consulting Group first reported a position in JMUB in Q3 2025 and has held it in 3 quarters since. The position peaked at $736K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Prosperity Consulting Group held 14,580 shares of JPMorgan Municipal ETF worth $729K as of Q1 2026.
  • Prosperity Consulting Group left its JPMorgan Municipal ETF share count unchanged in Q1 2026.
  • JPMorgan Municipal ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #289 holding.
  • Prosperity Consulting Group first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • Prosperity Consulting Group's JPMorgan Municipal ETF position peaked at $736K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.