VestGen Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

VestGen 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	$1.04M	Sell	20,773 -966	-4%	-$49K	0.03%	446
2025 Q4	$1.1M	Sell	21,739 -50,936	-70%	-$2.58M	0.05%	346
2025 Q3	$3.67M	Sell	72,675 -2,175	-3%	-$108K	0.12%	165
2025 Q2	$3.7M	Buy	74,850 +24,805	+50%	+$1.23M	0.15%	142
2025 Q1	$2.5M	Buy	+50,045	New	+$2.52M	0.11%	165

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

VestGen Advisors's JMUB Position: Q1 2026 in Review

VestGen Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 4.4% in Q1 2026, selling an estimated $49K and leaving 20,773 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #446.

VestGen Advisors first reported a position in JMUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.7M in Q2 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

VestGen Advisors held 20,773 shares of JPMorgan Municipal ETF worth $1.04M as of Q1 2026.
VestGen Advisors sold 966 JPMorgan Municipal ETF shares in Q1 2026, an estimated $49K.
JPMorgan Municipal ETF made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #446 holding.
VestGen Advisors first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's JPMorgan Municipal ETF position peaked at $3.7M in Q2 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.