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

Westwood 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 		– Sell
-6,910
Closed -$350K – 83
2025
Q4 		$350K Buy
+6,910
New +$350K 0.26% 75

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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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Westwood Wealth Management sold out of JPMorgan Municipal ETF (JMUB) in Q1 2026, closing a stake of 6,910 shares — an estimated $350K sold.

Westwood Wealth Management first reported a position in JMUB in Q4 2025 and held it in 1 quarter. The position peaked at $350K in Q4 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Westwood Wealth Management reported no remaining JPMorgan Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 6,910 JPMorgan Municipal ETF shares in Q1 2026, an estimated $350K.
  • Westwood Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's JPMorgan Municipal ETF position peaked at $350K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.