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

WCG 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	$923K	Buy	+18,472	New	+$937K	0.03%	389
2025 Q3	–	Sell	-19,112	Closed	-$949K	–	350
2025 Q2	$949K	Buy	19,112 +1	+0%	+$49	0.06%	233
2025 Q1	$956K	Buy	19,111 +110	+0.6%	+$5.53K	0.07%	200
2024 Q4	$953K	Hold	19,001	–	–	0.06%	211
2024 Q3	$974K	Buy	19,001 +358	+2%	+$18.2K	0.07%	224
2024 Q2	$939K	Sell	18,643 -22,597	-55%	-$1.14M	0.07%	199
2024 Q1	$2.09M	Buy	41,240 +187	+0.5%	+$9.5K	0.18%	118
2023 Q4	$2.09M	Buy	+41,053	New	+$2.02M	0.15%	131

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

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

WCG Wealth Advisors opened a new position in JPMorgan Municipal ETF (JMUB) in Q1 2026: 18,472 shares worth $923K. The stake represents 0.03% of the portfolio and ranks #389 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in JMUB as recently as Q2 2025.

WCG Wealth Advisors first reported a position in JMUB in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.09M in Q1 2024. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

WCG Wealth Advisors held 18,472 shares of JPMorgan Municipal ETF worth $923K as of Q1 2026.
JPMorgan Municipal ETF was a new WCG Wealth Advisors position in Q1 2026.
JPMorgan Municipal ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #389 holding.
WCG Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 8 quarters since.
WCG Wealth Advisors's JPMorgan Municipal ETF position peaked at $2.09M in Q1 2024.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.