Avantax Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Avantax Advisory Services’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	$44.6M	Buy	897,843 +862,471	+2,438%	+$42.6M	0.24%	56
2025 Q1	$1.77M	Buy	35,372 +3,603	+11%	+$181K	0.01%	798
2024 Q4	$1.59M	Sell	31,769 -108	-0.3%	-$5.47K	0.01%	833
2024 Q3	$1.63M	Buy	31,877 +5,916	+23%	+$301K	0.01%	789
2024 Q2	$1.31M	Buy	25,961 +21,739	+515%	+$1.09M	0.01%	845
2024 Q1	$214K	Buy	+4,222	New	+$214K	﹤0.01%	1508

Other funds holding JMUB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Avantax Advisory Services's JMUB Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Municipal ETF (JMUB) stake by 2,438% in Q2 2025, buying an estimated $42.6M and bringing the position to 897,843 shares worth $44.6M. The position accounts for 0.24% of the portfolio, ranked #56.

Avantax Advisory Services first reported a position in JMUB in Q1 2024 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

Avantax Advisory Services held 897,843 shares of JPMorgan Municipal ETF worth $44.6M as of Q2 2025.
Avantax Advisory Services bought 862,471 JPMorgan Municipal ETF shares in Q2 2025, an estimated $42.6M.
JPMorgan Municipal ETF made up 0.24% of Avantax Advisory Services's portfolio in Q2 2025, its #56 holding.
Avantax Advisory Services first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 6 quarters since.
357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.