RiverFront Investment Group’s JPMorgan Municipal ETF JMUB Stock Holding History

RiverFront Investment 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	$7.35M	Buy	146,996 +16,865	+13%	+$855K	0.11%	83
2025 Q4	$6.57M	Buy	130,131 +20,219	+18%	+$1.02M	0.11%	75
2025 Q3	$5.55M	Buy	109,912 +11,959	+12%	+$594K	0.1%	76
2025 Q2	$4.86M	Buy	97,953 +411	+0.4%	+$20.3K	0.09%	76
2025 Q1	$4.88M	Buy	97,542 +4,876	+5%	+$245K	0.11%	74
2024 Q4	$4.65M	Buy	92,666 +5,476	+6%	+$277K	0.11%	77
2024 Q3	$4.47M	Buy	87,190 +25,098	+40%	+$1.28M	0.11%	74
2024 Q2	$3.13M	Buy	62,092 +5,540	+10%	+$279K	0.08%	74
2024 Q1	$2.87M	Buy	56,552 +21,134	+60%	+$1.07M	0.08%	72
2023 Q4	$1.8M	Sell	35,418 -11,822	-25%	-$581K	0.06%	79
2023 Q3	$2.28M	Hold	47,240	–	–	0.08%	72
2023 Q2	$2.37M	Buy	47,240 +7,770	+20%	+$391K	0.08%	74
2023 Q1	$2M	Buy	39,470 +12,954	+49%	+$652K	0.07%	71
2022 Q4	$1.32M	Buy	+26,516	New	+$1.3M	0.3%	60
2022 Q2	–	Sell	-7,812	Closed	-$402K	–	104
2022 Q1	$402K	Hold	7,812	–	–	0.01%	90
2021 Q4	$428K	Hold	7,812	–	–	0.01%	85
2021 Q3	$429K	Hold	7,812	–	–	0.01%	72
2021 Q2	$432K	Buy	+7,812	New	+$430K	0.01%	73

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

RiverFront Investment Group's JMUB Position: Q1 2026 in Review

RiverFront Investment Group increased its JPMorgan Municipal ETF (JMUB) stake by 13% in Q1 2026, buying an estimated $855K and bringing the position to 146,996 shares worth $7.35M. The position accounts for 0.11% of the portfolio, ranked #83.

RiverFront Investment Group first reported a position in JMUB in Q2 2021 and has held it in 18 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

RiverFront Investment Group held 146,996 shares of JPMorgan Municipal ETF worth $7.35M as of Q1 2026.
RiverFront Investment Group bought 16,865 JPMorgan Municipal ETF shares in Q1 2026, an estimated $855K.
JPMorgan Municipal ETF made up 0.11% of RiverFront Investment Group's portfolio in Q1 2026, its #83 holding.
RiverFront Investment Group first reported a position in JPMorgan Municipal ETF in Q2 2021 and has held it in 18 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.