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Briaud Financial Planning’s JPMorgan Municipal ETF JMUB Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-977
Closed -$48K – 197
2025
Q2 		$48K Buy
+977
New +$48.3K 0.02% 99

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $377B 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Briaud Financial Planning's JMUB Position: Q3 2025 in Review

Briaud Financial Planning sold out of JPMorgan Municipal ETF (JMUB) in Q3 2025, closing a stake of 977 shares — an estimated $48K sold.

Briaud Financial Planning first reported a position in JMUB in Q2 2025 and held it in 1 quarter. The position peaked at $48K in Q2 2025. 393 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

  • Briaud Financial Planning reported no remaining JPMorgan Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 977 JPMorgan Municipal ETF shares in Q3 2025, an estimated $48K.
  • Briaud Financial Planning first reported a position in JPMorgan Municipal ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's JPMorgan Municipal ETF position peaked at $48K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.