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Visionary Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Visionary 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 		$4.31M Sell
86,286
-1,551
-2% -$78.6K 0.19% 131
2025
Q4 		$4.44M Buy
87,837
+40,698
+86% +$2.06M 0.2% 121
2025
Q3 		$2.38M Buy
47,139
+39,919
+553% +$1.98M 0.11% 176
2025
Q2 		$358K Buy
7,220
+842
+13% +$41.6K 0.02% 426
2025
Q1 		$319K Buy
6,378
+52
+0.8% +$2.61K 0.02% 425
2024
Q4 		$317K Buy
6,326
+54
+0.9% +$2.73K 0.02% 426
2024
Q3 		$322K Sell
6,272
-172
-3% -$8.75K 0.02% 419
2024
Q2 		$325K Buy
6,444
+671
+12% +$33.8K 0.02% 396
2024
Q1 		$293K Sell
5,773
-158
-3% -$8.02K 0.02% 406
2023
Q4 		$302K Sell
5,931
-556
-9% -$27.3K 0.02% 388
2023
Q3 		$314K Buy
6,487
+2
+0% +$99 0.03% 358
2023
Q2 		$326K Buy
6,485
+52
+0.8% +$2.62K 0.03% 351
2023
Q1 		$326K Buy
+6,433
New +$324K 0.03% 339

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

Visionary Wealth Advisors's JMUB Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 1.8% in Q1 2026, selling an estimated $78.6K and leaving 86,286 shares worth $4.31M. The position accounts for 0.19% of the portfolio, ranked #131.

Visionary Wealth Advisors first reported a position in JMUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.44M in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Visionary Wealth Advisors held 86,286 shares of JPMorgan Municipal ETF worth $4.31M as of Q1 2026.
  • Visionary Wealth Advisors sold 1,551 JPMorgan Municipal ETF shares in Q1 2026, an estimated $78.6K.
  • JPMorgan Municipal ETF made up 0.19% of Visionary Wealth Advisors's portfolio in Q1 2026, its #131 holding.
  • Visionary Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q1 2023 and has held it in 13 quarters since.
  • Visionary Wealth Advisors's JPMorgan Municipal ETF position peaked at $4.44M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.