SWM
JMUB icon

SHP Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

SHP Wealth 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 		$46.7K Hold
934
– – ﹤0.01% 507
2025
Q4 		$47.2K Buy
+934
New +$47.3K ﹤0.01% 490

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 $445B AUM 25.58% 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 $2.73B AUM 32.21% 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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SHP Wealth Management's JMUB Position: Q1 2026 in Review

SHP Wealth Management held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2026 at 934 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

SHP Wealth Management first reported a position in JMUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $47.2K in Q4 2025. 499 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • SHP Wealth Management held 934 shares of JPMorgan Municipal ETF worth $46.7K as of Q1 2026.
  • SHP Wealth Management left its JPMorgan Municipal ETF share count unchanged in Q1 2026.
  • JPMorgan Municipal ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #507 holding.
  • SHP Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's JPMorgan Municipal ETF position peaked at $47.2K in Q4 2025.
  • 499 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.