TruWealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

TruWealth Advisors’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	$5.23M	Buy	104,564 +899	+0.9%	+$45.6K	0.25%	66
2025 Q4	$5.24M	Sell	103,665 -5,487	-5%	-$278K	0.26%	63
2025 Q3	$5.51M	Sell	109,152 -7,735	-7%	-$384K	0.28%	58
2025 Q2	$5.8M	Sell	116,887 -15,281	-12%	-$755K	0.32%	57
2025 Q1	$6.61M	Sell	132,168 -7,696	-6%	-$387K	0.4%	52
2024 Q4	$7.01M	Buy	139,864 +20,813	+17%	+$1.05M	0.42%	53
2024 Q3	$6.1M	Buy	119,051 +24,897	+26%	+$1.27M	0.37%	53
2024 Q2	$4.74M	Buy	94,154 +17,574	+23%	+$884K	0.32%	52
2024 Q1	$3.89M	Buy	+76,580	New	+$3.89M	0.27%	56

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

TruWealth Advisors's JMUB Position: Q1 2026 in Review

TruWealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 0.87% in Q1 2026, buying an estimated $45.6K and bringing the position to 104,564 shares worth $5.23M. The position accounts for 0.25% of the portfolio, ranked #66.

TruWealth Advisors first reported a position in JMUB in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.01M in Q4 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

TruWealth Advisors held 104,564 shares of JPMorgan Municipal ETF worth $5.23M as of Q1 2026.
TruWealth Advisors bought 899 JPMorgan Municipal ETF shares in Q1 2026, an estimated $45.6K.
JPMorgan Municipal ETF made up 0.25% of TruWealth Advisors's portfolio in Q1 2026, its #66 holding.
TruWealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 9 quarters since.
TruWealth Advisors's JPMorgan Municipal ETF position peaked at $7.01M in Q4 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.