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Sequent Planning’s JPMorgan Municipal ETF JMUB Stock Holding History

Sequent Planning’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 		$809K Buy
16,187
+8,228
+103% +$417K 0.2% 99
2025
Q4 		$402K Buy
7,959
+3,210
+68% +$162K 0.1% 138
2025
Q3 		$240K Buy
+4,749
New +$236K 0.07% 179

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

Sequent Planning's JMUB Position: Q1 2026 in Review

Sequent Planning increased its JPMorgan Municipal ETF (JMUB) stake by 103% in Q1 2026, buying an estimated $417K and bringing the position to 16,187 shares worth $809K. The position accounts for 0.2% of the portfolio, ranked #99.

Sequent Planning first reported a position in JMUB in Q3 2025 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Sequent Planning held 16,187 shares of JPMorgan Municipal ETF worth $809K as of Q1 2026.
  • Sequent Planning bought 8,228 JPMorgan Municipal ETF shares in Q1 2026, an estimated $417K.
  • JPMorgan Municipal ETF made up 0.2% of Sequent Planning's portfolio in Q1 2026, its #99 holding.
  • Sequent Planning first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.