WealthCare Investment Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

WealthCare Investment Partners’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	$5.51M	Buy	110,344 +54,178	+96%	+$2.75M	1.53%	16
2025 Q4	$2.84M	Sell	56,166 -1,485	-3%	-$75.1K	0.83%	33
2025 Q3	$2.9M	Sell	57,651 -549	-0.9%	-$27.3K	0.94%	27
2025 Q2	$2.88M	Buy	58,200 +790	+1%	+$39K	1.04%	26
2025 Q1	$2.82M	Buy	57,410 +4,111	+8%	+$207K	1.19%	24
2024 Q4	$2.68M	Sell	53,299 -5,199	-9%	-$263K	1.17%	25
2024 Q3	$2.98M	Buy	58,498 +333	+0.6%	+$16.9K	1.31%	21
2024 Q2	$2.93M	Buy	58,165 +4,197	+8%	+$211K	1.36%	21
2024 Q1	$2.74M	Buy	53,968 +16,511	+44%	+$838K	1.32%	21
2023 Q4	$1.91M	Buy	37,457 +650	+2%	+$32K	1.04%	27
2023 Q3	$1.77M	Buy	36,807 +2,988	+9%	+$148K	1.08%	30
2023 Q2	$1.69M	Buy	33,819 +4,952	+17%	+$249K	1.02%	32
2023 Q1	$1.46M	Buy	28,867 +4,753	+20%	+$239K	0.88%	32
2022 Q4	$1.2M	Buy	+24,114	New	+$1.18M	0.82%	33

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

WealthCare Investment Partners's JMUB Position: Q1 2026 in Review

WealthCare Investment Partners increased its JPMorgan Municipal ETF (JMUB) stake by 96% in Q1 2026, buying an estimated $2.75M and bringing the position to 110,344 shares worth $5.51M. The position accounts for 1.53% of the portfolio, ranked #16.

WealthCare Investment Partners first reported a position in JMUB in Q4 2022 and has held it in 14 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

WealthCare Investment Partners held 110,344 shares of JPMorgan Municipal ETF worth $5.51M as of Q1 2026.
WealthCare Investment Partners bought 54,178 JPMorgan Municipal ETF shares in Q1 2026, an estimated $2.75M.
JPMorgan Municipal ETF made up 1.53% of WealthCare Investment Partners's portfolio in Q1 2026, its #16 holding.
WealthCare Investment Partners first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 14 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.