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Davis Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Davis Wealth Advisors’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
-6,868
Closed -$344K – 61
2024
Q4 		$344K Buy
+6,868
New +$348K 0.38% 46

Other funds holding JMUB

LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Davis Wealth Advisors's JMUB Position: Q1 2025 in Review

Davis Wealth Advisors sold out of JPMorgan Municipal ETF (JMUB) in Q1 2025, closing a stake of 6,868 shares — an estimated $344K sold.

Davis Wealth Advisors first reported a position in JMUB in Q4 2024 and held it in 1 quarter. The position peaked at $344K in Q4 2024. 332 funds tracked by Wall St. Rank hold JMUB as of Q1 2025.

  • Davis Wealth Advisors reported no remaining JPMorgan Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Davis Wealth Advisors sold 6,868 JPMorgan Municipal ETF shares in Q1 2025, an estimated $344K.
  • Davis Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2024 and held it in 1 quarter.
  • Davis Wealth Advisors's JPMorgan Municipal ETF position peaked at $344K in Q4 2024.
  • 332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2025.

Based on Davis Wealth Advisors's 13F filing for Q1 2025, filed 14 Sep 2026.