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Wealthspire Advisors (New York)’s JPMorgan Municipal ETF JMUB Stock Holding History

Wealthspire Advisors (New York)’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 		$357K Sell
7,148
-150
-2% -$7.61K ﹤0.01% 678
2025
Q4 		$369K Buy
+7,298
New +$369K ﹤0.01% 718

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

Wealthspire Advisors (New York)'s JMUB Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its JPMorgan Municipal ETF (JMUB) stake by 2.1% in Q1 2026, selling an estimated $7.61K and leaving 7,148 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Wealthspire Advisors (New York) first reported a position in JMUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $369K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Wealthspire Advisors (New York) held 7,148 shares of JPMorgan Municipal ETF worth $357K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 150 JPMorgan Municipal ETF shares in Q1 2026, an estimated $7.61K.
  • JPMorgan Municipal ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #678 holding.
  • Wealthspire Advisors (New York) first reported a position in JPMorgan Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Wealthspire Advisors (New York)'s JPMorgan Municipal ETF position peaked at $369K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.