Jones Financial Companies
JMUB icon

Jones Financial Companies’s JPMorgan Municipal ETF JMUB Stock Holding History

Jones Financial Companies’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 		$70.8M Buy
1,419,775
+664,233
+88% +$33.7M 0.03% 267
2025
Q4 		$38.2M Buy
755,542
+409,086
+118% +$20.7M 0.02% 217
2025
Q3 		$17.5M Buy
346,456
+165,353
+91% +$8.21M 0.01% 310
2025
Q2 		$8.98M Buy
181,103
+86,115
+91% +$4.25M 0.01% 377
2025
Q1 		$4.74M Buy
94,988
+53,563
+129% +$2.69M ﹤0.01% 436
2024
Q4 		$2.08M Buy
41,425
+29,096
+236% +$1.47M ﹤0.01% 549
2024
Q3 		$632K Buy
12,329
+11,717
+1,915% +$596K ﹤0.01% 738
2024
Q2 		$30.8K Buy
+612
New +$30.8K ﹤0.01% 1409

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Northwestern Mutual Wealth Management
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MAS
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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
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 $59.8B 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