Walkner Condon Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Walkner Condon Financial 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	$2.94M	Buy	58,759 +27,000	+85%	+$1.37M	0.39%	57
2025 Q4	$1.6M	Buy	31,759 +4,070	+15%	+$206K	0.22%	88
2025 Q3	$1.4M	Buy	27,689 +2,181	+9%	+$108K	0.22%	89
2025 Q2	$1.27M	Buy	25,508 +1,028	+4%	+$50.8K	0.23%	84
2025 Q1	$1.22M	Buy	24,480 +2,274	+10%	+$114K	0.25%	84
2024 Q4	$1.11M	Buy	22,206 +313	+1%	+$15.8K	0.23%	87
2024 Q3	$1.12M	Sell	21,893 -8,629	-28%	-$439K	0.23%	90
2024 Q2	$1.54M	Buy	30,522 +2,132	+8%	+$107K	0.33%	68
2024 Q1	$1.44M	Buy	28,390 +3,786	+15%	+$192K	0.31%	75
2023 Q4	$1.25M	Buy	24,604 +11,347	+86%	+$558K	0.29%	80
2023 Q3	$641K	Buy	+13,257	New	+$658K	0.17%	112

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

Walkner Condon Financial Advisors's JMUB Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 85% in Q1 2026, buying an estimated $1.37M and bringing the position to 58,759 shares worth $2.94M. The position accounts for 0.39% of the portfolio, ranked #57.

Walkner Condon Financial Advisors first reported a position in JMUB in Q3 2023 and has held it in 11 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Walkner Condon Financial Advisors held 58,759 shares of JPMorgan Municipal ETF worth $2.94M as of Q1 2026.
Walkner Condon Financial Advisors bought 27,000 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.37M.
JPMorgan Municipal ETF made up 0.39% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #57 holding.
Walkner Condon Financial Advisors first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 11 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.