Rockefeller Capital Management
JMUB icon

Rockefeller Capital Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Rockefeller Capital Management’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 		$43.9M Buy
878,104
+82,299
+10% +$4.17M 0.08% 245
2025
Q4 		$40.2M Buy
795,805
+75,646
+11% +$3.83M 0.07% 259
2025
Q3 		$36.3M Sell
720,159
-637
-0.1% -$31.6K 0.07% 254
2025
Q2 		$35.8M Sell
720,796
-24,111
-3% -$1.19M 0.08% 236
2025
Q1 		$37.2M Buy
744,907
+151,196
+25% +$7.6M 0.09% 212
2024
Q4 		$29.8M Buy
593,711
+15,562
+3% +$788K 0.08% 250
2024
Q3 		$29.6M Buy
578,149
+16,794
+3% +$855K 0.08% 249
2024
Q2 		$28.3M Buy
561,355
+45,431
+9% +$2.29M 0.08% 233
2024
Q1 		$26.2M Buy
515,924
+21,887
+4% +$1.11M 0.08% 256
2023
Q4 		$25.2M Buy
494,037
+480,098
+3,444% +$23.6M 0.08% 244
2023
Q3 		$674K Buy
+13,939
New +$692K ﹤0.01% 1217
2023
Q1 		– Sell
-1,000
Closed -$49K – 2972
2022
Q4 		$49K Hold
1,000
– – ﹤0.01% 2393
2022
Q3 		$48K Hold
1,000
– – ﹤0.01% 2366
2022
Q2 		$49K Hold
1,000
– – ﹤0.01% 2304
2022
Q1 		$51K Hold
1,000
– – ﹤0.01% 2295
2021
Q4 		$54K Hold
1,000
– – ﹤0.01% 2182
2021
Q3 		$54K Hold
1,000
– – ﹤0.01% 2100
2021
Q2 		$55K Hold
1,000
– – ﹤0.01% 2030
2021
Q1 		$54K Hold
1,000
– – ﹤0.01% 1861
2020
Q4 		$55K Hold
1,000
– – ﹤0.01% 1658
2020
Q3 		$54K Hold
1,000
– – ﹤0.01% 1485
2020
Q2 		$54K Buy
+1,000
New +$53.1K ﹤0.01% 1392

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

Rockefeller Capital Management's JMUB Position: Q1 2026 in Review

Rockefeller Capital Management increased its JPMorgan Municipal ETF (JMUB) stake by 10% in Q1 2026, buying an estimated $4.17M and bringing the position to 878,104 shares worth $43.9M. The position accounts for 0.08% of the portfolio, ranked #245.

Rockefeller Capital Management first reported a position in JMUB in Q2 2020 and has held it in 22 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Rockefeller Capital Management held 878,104 shares of JPMorgan Municipal ETF worth $43.9M as of Q1 2026.
  • Rockefeller Capital Management bought 82,299 JPMorgan Municipal ETF shares in Q1 2026, an estimated $4.17M.
  • JPMorgan Municipal ETF made up 0.08% of Rockefeller Capital Management's portfolio in Q1 2026, its #245 holding.
  • Rockefeller Capital Management first reported a position in JPMorgan Municipal ETF in Q2 2020 and has held it in 22 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.