Congress Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Congress 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
2025 Q2	$2.1M	Sell	42,337 -978	-2%	-$48.3K	0.02%	545
2025 Q1	$2.17M	Buy	43,315 +7,493	+21%	+$377K	0.03%	476
2024 Q4	$1.8M	Sell	35,822 -22	-0.1%	-$1.11K	0.02%	428
2024 Q3	$1.84M	Sell	35,844 -14,459	-29%	-$736K	0.02%	436
2024 Q2	$2.53M	Buy	+50,303	New	+$2.53M	0.04%	327
2023 Q4	–	Sell	-44,598	Closed	-$2.16M	–	644
2023 Q3	$2.16M	Sell	44,598 -590	-1%	-$29.3K	0.04%	293
2023 Q2	$2.27M	Sell	45,188 -887	-2%	-$44.6K	0.05%	245
2023 Q1	$2.33M	Sell	46,075 -3,302	-7%	-$166K	0.06%	251
2022 Q4	$2.45M	Sell	49,377 -482,045	-91%	-$23.6M	0.06%	244
2022 Q3	$25.7M	Sell	531,422 -9,251	-2%	-$464K	0.69%	28
2022 Q2	$27M	Buy	+540,673	New	+$27.1M	0.69%	27

Other funds holding JMUB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Congress Wealth Management's JMUB Position: Q2 2025 in Review

Congress Wealth Management reduced its JPMorgan Municipal ETF (JMUB) stake by 2.3% in Q2 2025, selling an estimated $48.3K and leaving 42,337 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #545.

Congress Wealth Management first reported a position in JMUB in Q2 2022 and has held it in 11 quarters since. The position peaked at $27M in Q2 2022. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

Congress Wealth Management held 42,337 shares of JPMorgan Municipal ETF worth $2.1M as of Q2 2025.
Congress Wealth Management sold 978 JPMorgan Municipal ETF shares in Q2 2025, an estimated $48.3K.
JPMorgan Municipal ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #545 holding.
Congress Wealth Management first reported a position in JPMorgan Municipal ETF in Q2 2022 and has held it in 11 quarters since.
Congress Wealth Management's JPMorgan Municipal ETF position peaked at $27M in Q2 2022.
357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.