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Western Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Western Wealth Management’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 		$696K Buy
13,916
+2,480
+22% +$126K 0.03% 550
2025
Q4 		$578K Buy
11,436
+3,786
+49% +$192K 0.03% 478
2025
Q3 		$386K Sell
7,650
-3,336
-30% -$166K 0.02% 515
2025
Q2 		$545K Sell
10,986
-1,783
-14% -$88.1K 0.03% 391
2025
Q1 		$638K Buy
12,769
+619
+5% +$31.1K 0.04% 331
2024
Q4 		$609K Buy
12,150
+625
+5% +$31.6K 0.04% 328
2024
Q3 		$591K Buy
11,525
+533
+5% +$27.1K 0.03% 420
2024
Q2 		$554K Buy
10,992
+217
+2% +$10.9K 0.04% 346
2024
Q1 		$547K Buy
10,775
+1,072
+11% +$54.4K 0.04% 347
2023
Q4 		$494K Buy
9,703
+1,869
+24% +$91.9K 0.04% 414
2023
Q3 		$379K Buy
7,834
+3,231
+70% +$160K 0.03% 448
2023
Q2 		$231K Buy
+4,603
New +$232K 0.02% 578
2022
Q4 		– Sell
-4,166
Closed -$202K – 707
2022
Q3 		$202K Buy
+4,166
New +$209K 0.01% 749

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

Western Wealth Management's JMUB Position: Q1 2026 in Review

Western Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 22% in Q1 2026, buying an estimated $126K and bringing the position to 13,916 shares worth $696K. The position accounts for 0.03% of the portfolio, ranked #550.

Western Wealth Management first reported a position in JMUB in Q3 2022 and has held it in 13 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Western Wealth Management held 13,916 shares of JPMorgan Municipal ETF worth $696K as of Q1 2026.
  • Western Wealth Management bought 2,480 JPMorgan Municipal ETF shares in Q1 2026, an estimated $126K.
  • JPMorgan Municipal ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #550 holding.
  • Western Wealth Management first reported a position in JPMorgan Municipal ETF in Q3 2022 and has held it in 13 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.