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Tandem Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Tandem Financial’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 		$1.26M Buy
+25,194
New +$1.28M 0.4% 44
2025
Q4 		– Sell
-10,016
Closed -$506K – 73
2025
Q3 		$506K Buy
+10,016
New +$498K 0.19% 66

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

Tandem Financial's JMUB Position: Q1 2026 in Review

Tandem Financial opened a new position in JPMorgan Municipal ETF (JMUB) in Q1 2026: 25,194 shares worth $1.26M. The stake represents 0.4% of the portfolio and ranks #44 among its holdings. This is a return to the name: Tandem Financial previously reported a position in JMUB as recently as Q3 2025.

Tandem Financial first reported a position in JMUB in Q3 2025 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Tandem Financial held 25,194 shares of JPMorgan Municipal ETF worth $1.26M as of Q1 2026.
  • JPMorgan Municipal ETF was a new Tandem Financial position in Q1 2026.
  • JPMorgan Municipal ETF made up 0.4% of Tandem Financial's portfolio in Q1 2026, its #44 holding.
  • Tandem Financial first reported a position in JPMorgan Municipal ETF in Q3 2025 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.