Hill Island Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Hill Island Financial’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	-7,652	Closed	-$386K	–	81
2025 Q3	$386K	Sell	7,652 -2,094	-21%	-$104K	0.1%	51
2025 Q2	$484K	Sell	9,746 -273	-3%	-$13.5K	0.13%	42
2025 Q1	$501K	Sell	10,019 -134	-1%	-$6.73K	0.15%	38
2024 Q4	$509K	Sell	10,153 -1,112	-10%	-$56.3K	0.15%	46
2024 Q3	$578K	Buy	11,265 +83	+0.7%	+$4.22K	0.17%	38
2024 Q2	$563K	Buy	11,182 +83	+0.7%	+$4.17K	0.18%	38
2024 Q1	$563K	Buy	11,099 +52	+0.5%	+$2.64K	0.19%	38
2023 Q4	$563K	Buy	+11,047	New	+$543K	0.19%	40

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hill Island Financial's JMUB Position: Q4 2025 in Review

Hill Island Financial sold out of JPMorgan Municipal ETF (JMUB) in Q4 2025, closing a stake of 7,652 shares — an estimated $386K sold.

Hill Island Financial first reported a position in JMUB in Q4 2023 and held it in 8 quarters. The position peaked at $578K in Q3 2024. 483 funds tracked by Wall St. Rank hold JMUB as of Q4 2025.

Hill Island Financial reported no remaining JPMorgan Municipal ETF position as of Q4 2025 after selling out during the quarter.
Hill Island Financial sold 7,652 JPMorgan Municipal ETF shares in Q4 2025, an estimated $386K.
Hill Island Financial first reported a position in JPMorgan Municipal ETF in Q4 2023 and held it in 8 quarters.
Hill Island Financial's JPMorgan Municipal ETF position peaked at $578K in Q3 2024.
483 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2025.

Based on Hill Island Financial's 13F filing for Q4 2025, filed 22 Jan 2026.