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Atria Wealth Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-7,070
Closed -$354K – 1709
2025
Q1 		$354K Buy
+7,070
New +$355K ﹤0.01% 1383

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Atria Wealth Solutions's JMUB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of JPMorgan Municipal ETF (JMUB) in Q2 2025, closing a stake of 7,070 shares — an estimated $354K sold.

Atria Wealth Solutions first reported a position in JMUB in Q1 2025 and held it in 1 quarter. The position peaked at $354K in Q1 2025. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining JPMorgan Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,070 JPMorgan Municipal ETF shares in Q2 2025, an estimated $354K.
  • Atria Wealth Solutions first reported a position in JPMorgan Municipal ETF in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's JPMorgan Municipal ETF position peaked at $354K in Q1 2025.
  • 357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.