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Waverly Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Waverly 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 		$3.23M Buy
64,543
+7,919
+14% +$402K 0.02% 525
2025
Q4 		$2.86M Buy
56,624
+11,547
+26% +$584K 0.02% 509
2025
Q3 		$2.28M Buy
45,077
+6,457
+17% +$321K 0.02% 487
2025
Q2 		$1.92M Buy
38,620
+895
+2% +$44.2K 0.02% 501
2025
Q1 		$1.89M Buy
37,725
+45
+0.1% +$2.26K 0.02% 488
2024
Q4 		$1.89M Buy
37,680
+6,657
+21% +$337K 0.03% 397
2024
Q3 		$1.59M Buy
31,023
+5,476
+21% +$279K 0.03% 374
2024
Q2 		$1.29M Buy
25,547
+6,906
+37% +$347K 0.03% 394
2024
Q1 		$946K Buy
+18,641
New +$947K 0.02% 380

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

Waverly Advisors's JMUB Position: Q1 2026 in Review

Waverly Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 14% in Q1 2026, buying an estimated $402K and bringing the position to 64,543 shares worth $3.23M. The position accounts for 0.02% of the portfolio, ranked #525.

Waverly Advisors first reported a position in JMUB in Q1 2024 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Waverly Advisors held 64,543 shares of JPMorgan Municipal ETF worth $3.23M as of Q1 2026.
  • Waverly Advisors bought 7,919 JPMorgan Municipal ETF shares in Q1 2026, an estimated $402K.
  • JPMorgan Municipal ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #525 holding.
  • Waverly Advisors first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 9 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.