Whitegate Investment Counselors’s JPMorgan Municipal ETF JMUB Stock Holding History

Whitegate Investment Counselors’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	$2.83M	Sell	56,545 -985	-2%	-$49.9K	0.9%	27
2025 Q4	$2.91M	Sell	57,530 -795	-1%	-$40.2K	0.91%	27
2025 Q3	$2.94M	Sell	58,325 -6,720	-10%	-$334K	0.97%	24
2025 Q2	$3.23M	Buy	65,045 +60,115	+1,219%	+$2.97M	1.1%	24
2025 Q1	$247K	Buy	+4,930	New	+$248K	0.09%	57

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

Whitegate Investment Counselors's JMUB Position: Q1 2026 in Review

Whitegate Investment Counselors reduced its JPMorgan Municipal ETF (JMUB) stake by 1.7% in Q1 2026, selling an estimated $49.9K and leaving 56,545 shares worth $2.83M. The position accounts for 0.9% of the portfolio, ranked #27.

Whitegate Investment Counselors first reported a position in JMUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.23M in Q2 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

Whitegate Investment Counselors held 56,545 shares of JPMorgan Municipal ETF worth $2.83M as of Q1 2026.
Whitegate Investment Counselors sold 985 JPMorgan Municipal ETF shares in Q1 2026, an estimated $49.9K.
JPMorgan Municipal ETF made up 0.9% of Whitegate Investment Counselors's portfolio in Q1 2026, its #27 holding.
Whitegate Investment Counselors first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 5 quarters since.
Whitegate Investment Counselors's JPMorgan Municipal ETF position peaked at $3.23M in Q2 2025.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.