Retirement Planning Group (Kansas)’s JPMorgan Municipal ETF JMUB Stock Holding History

Retirement Planning Group (Kansas)’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	$5.95M	Buy	118,963 +36,303	+44%	+$1.84M	0.18%	53
2025 Q4	$4.17M	Buy	82,660 +15,388	+23%	+$779K	0.14%	71
2025 Q3	$3.4M	Buy	67,272 +10,593	+19%	+$526K	0.12%	75
2025 Q2	$2.81M	Buy	56,679 +42,379	+296%	+$2.09M	0.12%	68
2025 Q1	$715K	Buy	+14,300	New	+$719K	0.03%	170
2023 Q3	–	Sell	-17,606	Closed	-$884K	–	163
2023 Q2	$884K	Buy	+17,606	New	+$886K	0.09%	68

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

Retirement Planning Group (Kansas)'s JMUB Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its JPMorgan Municipal ETF (JMUB) stake by 44% in Q1 2026, buying an estimated $1.84M and bringing the position to 118,963 shares worth $5.95M. The position accounts for 0.18% of the portfolio, ranked #53.

Retirement Planning Group (Kansas) first reported a position in JMUB in Q2 2023 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Retirement Planning Group (Kansas) held 118,963 shares of JPMorgan Municipal ETF worth $5.95M as of Q1 2026.
Retirement Planning Group (Kansas) bought 36,303 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.84M.
JPMorgan Municipal ETF made up 0.18% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #53 holding.
Retirement Planning Group (Kansas) first reported a position in JPMorgan Municipal ETF in Q2 2023 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 Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.