StrongBox Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

StrongBox Wealth’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	$259K	Sell	5,184 -12,963	-71%	-$657K	0.08%	85
2025 Q4	$916K	Buy	18,147 +2,010	+12%	+$102K	0.3%	52
2025 Q3	$814K	Sell	16,137 -510	-3%	-$25.3K	0.28%	54
2025 Q2	$826K	Buy	16,647 +1,200	+8%	+$59.3K	0.31%	52
2025 Q1	$772K	Buy	15,447 +200	+1%	+$10.1K	0.32%	54
2024 Q4	$765K	Buy	15,247 +7,947	+109%	+$402K	0.32%	49
2024 Q3	$374K	Buy	+7,300	New	+$371K	0.16%	69

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

StrongBox Wealth's JMUB Position: Q1 2026 in Review

StrongBox Wealth reduced its JPMorgan Municipal ETF (JMUB) stake by 71% in Q1 2026, selling an estimated $657K and leaving 5,184 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #85.

StrongBox Wealth first reported a position in JMUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $916K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

StrongBox Wealth held 5,184 shares of JPMorgan Municipal ETF worth $259K as of Q1 2026.
StrongBox Wealth sold 12,963 JPMorgan Municipal ETF shares in Q1 2026, an estimated $657K.
JPMorgan Municipal ETF made up 0.08% of StrongBox Wealth's portfolio in Q1 2026, its #85 holding.
StrongBox Wealth first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 7 quarters since.
StrongBox Wealth's JPMorgan Municipal ETF position peaked at $916K in Q4 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

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