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Brookstone Capital Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Brookstone Capital 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
2025
Q1 		– Sell
-5,121
Closed -$257K – 1041
2024
Q4 		$257K Sell
5,121
-13
-0.3% -$658 ﹤0.01% 869
2024
Q3 		$263K Sell
5,134
-19
-0.4% -$967 ﹤0.01% 882
2024
Q2 		$261K Buy
+5,153
New +$259K ﹤0.01% 830

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Brookstone Capital Management's JMUB Position: Q1 2025 in Review

Brookstone Capital Management sold out of JPMorgan Municipal ETF (JMUB) in Q1 2025, closing a stake of 5,121 shares — an estimated $257K sold.

Brookstone Capital Management first reported a position in JMUB in Q2 2024 and held it in 3 quarters. The position peaked at $263K in Q3 2024. 332 funds tracked by Wall St. Rank hold JMUB as of Q1 2025.

  • Brookstone Capital Management reported no remaining JPMorgan Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 5,121 JPMorgan Municipal ETF shares in Q1 2025, an estimated $257K.
  • Brookstone Capital Management first reported a position in JPMorgan Municipal ETF in Q2 2024 and held it in 3 quarters.
  • Brookstone Capital Management's JPMorgan Municipal ETF position peaked at $263K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2025.

Based on Brookstone Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.