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Blue Investment Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Blue Investment 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 		$246K Buy
4,950
+451
+10% +$22.3K 0.09% 40
2025
Q1 		$225K Buy
4,499
+31
+0.7% +$1.56K 0.08% 43
2024
Q4 		$224K Buy
4,468
+512
+13% +$25.9K 0.08% 46
2024
Q3 		$203K Buy
+3,956
New +$201K 0.08% 47

Other funds holding JMUB

LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
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

Blue Investment Partners's JMUB Position: Q2 2025 in Review

Blue Investment Partners increased its JPMorgan Municipal ETF (JMUB) stake by 10% in Q2 2025, buying an estimated $22.3K and bringing the position to 4,950 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #40.

Blue Investment Partners first reported a position in JMUB in Q3 2024 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

  • Blue Investment Partners held 4,950 shares of JPMorgan Municipal ETF worth $246K as of Q2 2025.
  • Blue Investment Partners bought 451 JPMorgan Municipal ETF shares in Q2 2025, an estimated $22.3K.
  • JPMorgan Municipal ETF made up 0.09% of Blue Investment Partners's portfolio in Q2 2025, its #40 holding.
  • Blue Investment Partners first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 4 quarters since.
  • 357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.