Aveo Capital Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Aveo Capital Partners’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	-160,852	Closed	-$7.97M	–	87
2025 Q1	$7.97M	Sell	160,852 -95,226	-37%	-$4.79M	1.33%	20
2024 Q4	$12.8M	Sell	256,078 -11,461	-4%	-$580K	1.41%	14
2024 Q3	$13.7M	Sell	267,539 -1,475	-0.5%	-$75.1K	1.46%	16
2024 Q2	$13.6M	Buy	269,014 +7,297	+3%	+$367K	1.54%	15
2024 Q1	$13.1M	Buy	261,717 +107,033	+69%	+$5.44M	1.43%	14
2023 Q4	$7.88M	Buy	154,684 +33,828	+28%	+$1.66M	0.95%	28
2023 Q3	$5.85M	Buy	120,856 +5,368	+5%	+$266K	0.77%	33
2023 Q2	$5.8M	Buy	115,488 +9,004	+8%	+$453K	0.74%	41
2023 Q1	$5.39M	Buy	106,484 +46,137	+76%	+$2.32M	0.72%	43
2022 Q4	$3M	Buy	+60,347	New	+$2.96M	0.45%	53

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

Aveo Capital Partners's JMUB Position: Q2 2025 in Review

Aveo Capital Partners sold out of JPMorgan Municipal ETF (JMUB) in Q2 2025, closing a stake of 160,852 shares — an estimated $7.97M sold.

Aveo Capital Partners first reported a position in JMUB in Q4 2022 and held it in 10 quarters. The position peaked at $13.7M in Q3 2024. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

Aveo Capital Partners reported no remaining JPMorgan Municipal ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 160,852 JPMorgan Municipal ETF shares in Q2 2025, an estimated $7.97M.
Aveo Capital Partners first reported a position in JPMorgan Municipal ETF in Q4 2022 and held it in 10 quarters.
Aveo Capital Partners's JPMorgan Municipal ETF position peaked at $13.7M in Q3 2024.
357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.