United Advisor Group’s JPMorgan Municipal ETF JMUB Stock Holding History

United Advisor Group’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	$2.05M	Buy	40,973 +9,629	+31%	+$488K	0.25%	105
2025 Q4	$1.58M	Sell	31,344 -122	-0.4%	-$6.17K	0.2%	123
2025 Q3	$1.59M	Sell	31,466 -1,006	-3%	-$50K	0.21%	109
2025 Q2	$1.61M	Sell	32,472 -85	-0.3%	-$4.2K	0.28%	95
2025 Q1	$1.63M	Buy	32,557 +678	+2%	+$34.1K	0.33%	77
2024 Q4	$1.6M	Buy	31,879 +2,254	+8%	+$114K	0.32%	76
2024 Q3	$1.52M	Buy	29,625 +985	+3%	+$50.1K	0.34%	73
2024 Q2	$1.44M	Buy	28,640 +3,478	+14%	+$175K	0.45%	63
2024 Q1	$1.28M	Sell	25,162 -450	-2%	-$22.9K	0.48%	61
2023 Q4	$1.31M	Buy	+25,612	New	+$1.26M	1.58%	16

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

United Advisor Group's JMUB Position: Q1 2026 in Review

United Advisor Group increased its JPMorgan Municipal ETF (JMUB) stake by 31% in Q1 2026, buying an estimated $488K and bringing the position to 40,973 shares worth $2.05M. The position accounts for 0.25% of the portfolio, ranked #105.

United Advisor Group first reported a position in JMUB in Q4 2023 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

United Advisor Group held 40,973 shares of JPMorgan Municipal ETF worth $2.05M as of Q1 2026.
United Advisor Group bought 9,629 JPMorgan Municipal ETF shares in Q1 2026, an estimated $488K.
JPMorgan Municipal ETF made up 0.25% of United Advisor Group's portfolio in Q1 2026, its #105 holding.
United Advisor Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 10 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.