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Root Financial Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Root Financial Partners’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 		$134K Sell
2,686
-14
-0.5% -$710 0.01% 451
2025
Q4 		$136K Buy
+2,700
New +$137K 0.01% 369

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

Root Financial Partners's JMUB Position: Q1 2026 in Review

Root Financial Partners reduced its JPMorgan Municipal ETF (JMUB) stake by 0.52% in Q1 2026, selling an estimated $710 and leaving 2,686 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #451.

Root Financial Partners first reported a position in JMUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $136K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Root Financial Partners held 2,686 shares of JPMorgan Municipal ETF worth $134K as of Q1 2026.
  • Root Financial Partners sold 14 JPMorgan Municipal ETF shares in Q1 2026, an estimated $710.
  • JPMorgan Municipal ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #451 holding.
  • Root Financial Partners first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's JPMorgan Municipal ETF position peaked at $136K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.