Truist Financial
JMUB icon

Truist Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Truist 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 		$21.6M Sell
432,972
-2,376
-0.5% -$120K 0.03% 396
2025
Q4 		$22M Buy
435,348
+14,363
+3% +$727K 0.03% 387
2025
Q3 		$21.2M Sell
420,985
-80
-0% -$3.97K 0.03% 396
2025
Q2 		$20.9M Buy
421,065
+28,508
+7% +$1.41M 0.03% 390
2025
Q1 		$19.6M Buy
392,557
+66,733
+20% +$3.35M 0.03% 392
2024
Q4 		$16.3M Sell
325,824
-34,950
-10% -$1.77M 0.03% 439
2024
Q3 		$18.5M Buy
360,774
+2,691
+0.8% +$137K 0.03% 418
2024
Q2 		$18M Buy
358,083
+16,539
+5% +$832K 0.03% 431
2024
Q1 		$17.3M Buy
341,544
+15,394
+5% +$782K 0.03% 465
2023
Q4 		$16.6M Sell
326,150
-12,409
-4% -$610K 0.03% 459
2023
Q3 		$16.4M Buy
338,559
+193,409
+133% +$9.6M 0.03% 441
2023
Q2 		$7.29M Buy
145,150
+2,884
+2% +$145K 0.01% 696
2023
Q1 		$7.2M Buy
142,266
+11,055
+8% +$557K 0.01% 694
2022
Q4 		$6.52M Buy
131,211
+92,209
+236% +$4.52M 0.01% 724
2022
Q3 		$1.89M Sell
39,002
-1,419
-4% -$71.2K ﹤0.01% 1204
2022
Q2 		$2.02M Buy
40,421
+8,758
+28% +$439K ﹤0.01% 1213
2022
Q1 		$1.63M Sell
31,663
-2,309
-7% -$123K ﹤0.01% 1383
2021
Q4 		$1.86M Sell
33,972
-193
-0.6% -$10.6K ﹤0.01% 1328
2021
Q3 		$1.88M Buy
34,165
+2,716
+9% +$151K ﹤0.01% 1310
2021
Q2 		$1.74M Sell
31,449
-452
-1% -$24.9K ﹤0.01% 1368
2021
Q1 		$1.74M Sell
31,901
-1,675
-5% -$92K ﹤0.01% 1302
2020
Q4 		$1.85M Buy
33,576
+8,566
+34% +$468K ﹤0.01% 1199
2020
Q3 		$1.36M Buy
25,010
+3,434
+16% +$187K ﹤0.01% 1233
2020
Q2 		$1.16M Buy
21,576
+16,463
+322% +$874K ﹤0.01% 1240
2020
Q1 		$270K Sell
5,113
-76
-1% -$4.09K ﹤0.01% 1927
2019
Q4 		$278K Buy
+5,189
New +$281K ﹤0.01% 2194

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

Truist Financial's JMUB Position: Q1 2026 in Review

Truist Financial reduced its JPMorgan Municipal ETF (JMUB) stake by 0.55% in Q1 2026, selling an estimated $120K and leaving 432,972 shares worth $21.6M. The position accounts for 0.03% of the portfolio, ranked #396.

Truist Financial first reported a position in JMUB in Q4 2019 and has held it in 26 quarters since. The position peaked at $22M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Truist Financial held 432,972 shares of JPMorgan Municipal ETF worth $21.6M as of Q1 2026.
  • Truist Financial sold 2,376 JPMorgan Municipal ETF shares in Q1 2026, an estimated $120K.
  • JPMorgan Municipal ETF made up 0.03% of Truist Financial's portfolio in Q1 2026, its #396 holding.
  • Truist Financial first reported a position in JPMorgan Municipal ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's JPMorgan Municipal ETF position peaked at $22M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.