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Financial Network Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Financial Network 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
Q1 		$1.32M Hold
26,362
– – 0.47% 41
2024
Q4 		$1.32M Hold
26,362
– – 0.47% 41
2024
Q3 		$1.35M Hold
26,362
– – 0.48% 42
2024
Q2 		$1.33M Hold
26,362
– – 0.51% 38
2024
Q1 		$1.33M Buy
+26,362
New +$1.34M 0.63% 31

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 $4.91B AUM 31.75% 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

Financial Network Wealth Management's JMUB Position: Q1 2025 in Review

Financial Network Wealth Management held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2025 at 26,362 shares worth $1.32M. The position accounts for 0.47% of the portfolio, ranked #41.

Financial Network Wealth Management first reported a position in JMUB in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.35M in Q3 2024. 332 funds tracked by Wall St. Rank hold JMUB as of Q1 2025.

  • Financial Network Wealth Management held 26,362 shares of JPMorgan Municipal ETF worth $1.32M as of Q1 2025.
  • Financial Network Wealth Management left its JPMorgan Municipal ETF share count unchanged in Q1 2025.
  • JPMorgan Municipal ETF made up 0.47% of Financial Network Wealth Management's portfolio in Q1 2025, its #41 holding.
  • Financial Network Wealth Management first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 5 quarters since.
  • Financial Network Wealth Management's JPMorgan Municipal ETF position peaked at $1.35M in Q3 2024.
  • 332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.