Roberts Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Roberts Wealth Advisors’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	$219K	Buy	+4,389	New	+$223K	0.06%	106

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

Roberts Wealth Advisors's JMUB Position: Q1 2026 in Review

Roberts Wealth Advisors opened a new position in JPMorgan Municipal ETF (JMUB) in Q1 2026: 4,389 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings.

498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Roberts Wealth Advisors held 4,389 shares of JPMorgan Municipal ETF worth $219K as of Q1 2026.
JPMorgan Municipal ETF was a new Roberts Wealth Advisors position in Q1 2026.
JPMorgan Municipal ETF made up 0.06% of Roberts Wealth Advisors's portfolio in Q1 2026, its #106 holding.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.