Smith & Howard Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Smith & Howard 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	$22.4M	Buy	448,927 +26,027	+6%	+$1.32M	4.85%	5
2025 Q4	$21.4M	Buy	422,900 +19,808	+5%	+$1M	4.8%	5
2025 Q3	$20.3M	Sell	403,092 -2,909	-0.7%	-$145K	4.69%	5
2025 Q2	$20.2M	Sell	406,001 -2,795	-0.7%	-$138K	5.1%	5
2025 Q1	$20.4M	Sell	408,796 -69,381	-15%	-$3.49M	5.57%	5
2024 Q4	$24M	Buy	478,177 +168,618	+54%	+$8.54M	6.78%	4
2024 Q3	$15.9M	Buy	309,559 +27,557	+10%	+$1.4M	4.46%	5
2024 Q2	$14.2M	Buy	282,002 +116,432	+70%	+$5.86M	4.22%	5
2024 Q1	$8.4M	Buy	165,570 +54,292	+49%	+$2.76M	2.59%	13
2023 Q4	$5.67M	Sell	111,278 -203,623	-65%	-$10M	2.01%	17
2023 Q3	$15.2M	Buy	+314,901	New	+$15.6M	5.34%	5

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

Smith & Howard Wealth Management's JMUB Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 6.2% in Q1 2026, buying an estimated $1.32M and bringing the position to 448,927 shares worth $22.4M. The position accounts for 4.85% of the portfolio, ranked #5.

Smith & Howard Wealth Management first reported a position in JMUB in Q3 2023 and has held it in 11 quarters since. The position peaked at $24M in Q4 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Smith & Howard Wealth Management held 448,927 shares of JPMorgan Municipal ETF worth $22.4M as of Q1 2026.
Smith & Howard Wealth Management bought 26,027 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.32M.
JPMorgan Municipal ETF made up 4.85% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #5 holding.
Smith & Howard Wealth Management first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 11 quarters since.
Smith & Howard Wealth Management's JPMorgan Municipal ETF position peaked at $24M in Q4 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.