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D'Orazio & Associates’s JPMorgan Municipal ETF JMUB Stock Holding History

D'Orazio & Associates’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
2026
Q1 		$730K Buy
14,596
+285
+2% +$14.4K 0.09% 84
2025
Q4 		$723K Sell
14,311
-820
-5% -$41.5K 0.09% 79
2025
Q3 		$764K Buy
15,131
+6,320
+72% +$314K 0.1% 75
2025
Q2 		$437K Buy
8,811
+3,521
+67% +$174K 0.06% 118
2025
Q1 		$265K Sell
5,290
-940
-15% -$47.2K 0.04% 182
2024
Q4 		$312K Buy
6,230
+1,255
+25% +$63.5K 0.05% 149
2024
Q3 		$255K Buy
4,975
+308
+7% +$15.7K 0.04% 181
2024
Q2 		$235K Buy
+4,667
New +$235K 0.04% 170

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return