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BOLTON SECURITIES CORPORATION’s JPMorgan Municipal ETF JMUB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$500K Buy
+10,000
New +$507K 0.02% 552
2025
Q3 		$505K Buy
+10,000
New +$497K 0.02% 511
2025
Q1 		$500K Buy
+10,000
New +$503K 0.03% 481

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JMUB Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in JPMorgan Municipal ETF (JMUB) in Q1 2026: 10,000 shares worth $500K. The stake represents 0.02% of the portfolio and ranks #552 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in JMUB as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in JMUB in Q1 2025 and has held it in 3 quarters since. The position peaked at $505K in Q3 2025. 502 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 10,000 shares of JPMorgan Municipal ETF worth $500K as of Q1 2026.
  • JPMorgan Municipal ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • JPMorgan Municipal ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #552 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's JPMorgan Municipal ETF position peaked at $505K in Q3 2025.
  • 502 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.