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GoalVest Advisory’s JPMorgan Municipal ETF JMUB Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-9
Closed -$454 – 538
2025
Q3 		$454 Buy
+9
New +$447 ﹤0.01% 397
2024
Q4 		– Sell
-194
Closed -$9.95K – 415
2024
Q3 		$9.95K Buy
+194
New +$9.87K ﹤0.01% 324
2024
Q2 		– Sell
-1,551
Closed -$78.7K – 365
2024
Q1 		$78.7K Buy
+1,551
New +$78.8K 0.03% 165

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GoalVest Advisory's JMUB Position: Q4 2025 in Review

GoalVest Advisory sold out of JPMorgan Municipal ETF (JMUB) in Q4 2025, closing a stake of 9 shares — an estimated $454 sold.

GoalVest Advisory first reported a position in JMUB in Q1 2024 and held it in 3 quarters. The position peaked at $78.7K in Q1 2024. 483 funds tracked by Wall St. Rank hold JMUB as of Q4 2025.

  • GoalVest Advisory reported no remaining JPMorgan Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 9 JPMorgan Municipal ETF shares in Q4 2025, an estimated $454.
  • GoalVest Advisory first reported a position in JPMorgan Municipal ETF in Q1 2024 and held it in 3 quarters.
  • GoalVest Advisory's JPMorgan Municipal ETF position peaked at $78.7K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.