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

Wealth Preservation 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 		$6.35K Hold
127
– – 0.01% 467
2025
Q4 		$6.41K Hold
127
– – ﹤0.01% 345
2025
Q3 		$6.41K Hold
127
– – ﹤0.01% 338
2025
Q2 		$6.3K Hold
127
– – ﹤0.01% 335
2025
Q1 		$6.35K Buy
+127
New +$6.38K ﹤0.01% 355

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

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

Wealth Preservation Advisors held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2026 at 127 shares worth $6.35K. The position accounts for 0.01% of the portfolio, ranked #467.

Wealth Preservation Advisors first reported a position in JMUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.41K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Wealth Preservation Advisors held 127 shares of JPMorgan Municipal ETF worth $6.35K as of Q1 2026.
  • Wealth Preservation Advisors left its JPMorgan Municipal ETF share count unchanged in Q1 2026.
  • JPMorgan Municipal ETF made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #467 holding.
  • Wealth Preservation Advisors first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's JPMorgan Municipal ETF position peaked at $6.41K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

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