U.S. Capital Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

U.S. Capital Wealth 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	$235K	Sell	4,701 -2,528	-35%	-$128K	0.01%	895
2025 Q4	$365K	Sell	7,229 -1,403	-16%	-$71K	0.01%	744
2025 Q3	$436K	Sell	8,632 -75	-0.9%	-$3.73K	0.01%	667
2025 Q2	$432K	Buy	8,707 +208	+2%	+$10.3K	0.01%	630
2025 Q1	$425K	Sell	8,499 -673	-7%	-$33.8K	0.01%	620
2024 Q4	$460K	Sell	9,172 -898	-9%	-$45.5K	0.01%	583
2024 Q3	$516K	Buy	+10,070	New	+$512K	0.02%	467

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

U.S. Capital Wealth Advisors's JMUB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 35% in Q1 2026, selling an estimated $128K and leaving 4,701 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #895.

U.S. Capital Wealth Advisors first reported a position in JMUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $516K in Q3 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

U.S. Capital Wealth Advisors held 4,701 shares of JPMorgan Municipal ETF worth $235K as of Q1 2026.
U.S. Capital Wealth Advisors sold 2,528 JPMorgan Municipal ETF shares in Q1 2026, an estimated $128K.
JPMorgan Municipal ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #895 holding.
U.S. Capital Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's JPMorgan Municipal ETF position peaked at $516K in Q3 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.