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Baker Tilly Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Baker Tilly Wealth Management’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 		$6.54M Sell
130,894
-1,456
-1% -$73.8K 1.59% 16
2025
Q4 		$6.68M Buy
132,350
+20,192
+18% +$1.02M 1.65% 15
2025
Q3 		$5.66M Buy
112,158
+13,929
+14% +$692K 1.28% 22
2025
Q2 		$4.88M Sell
98,229
-4,163
-4% -$206K 1.74% 13
2025
Q1 		$5.12M Buy
102,392
+11,880
+13% +$597K 2.01% 11
2024
Q4 		$4.54M Buy
90,512
+27,672
+44% +$1.4M 1.78% 13
2024
Q3 		$3.22M Buy
62,840
+32,894
+110% +$1.67M 1.43% 12
2024
Q2 		$1.51M Buy
29,946
+19,275
+181% +$970K 0.62% 28
2024
Q1 		$541K Buy
10,671
+4,591
+76% +$233K 0.1% 229
2023
Q4 		$310K Buy
+6,080
New +$299K 0.05% 382

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return