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Marcum Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Marcum Wealth’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 		$15.8M Sell
315,774
-17,618
-5% -$885K 1.36% 14
2024
Q4 		$16.7M Buy
+333,392
New +$16.9M 1.45% 14
2024
Q1 		– Sell
-4,240
Closed -$216K – 405
2023
Q4 		$216K Buy
+4,240
New +$209K 0.02% 320

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

Marcum Wealth's JMUB Position: Q1 2025 in Review

Marcum Wealth reduced its JPMorgan Municipal ETF (JMUB) stake by 5.3% in Q1 2025, selling an estimated $885K and leaving 315,774 shares worth $15.8M. The position accounts for 1.36% of the portfolio, ranked #14.

Marcum Wealth first reported a position in JMUB in Q4 2023 and has held it in 3 quarters since. The position peaked at $16.7M in Q4 2024. 332 funds tracked by Wall St. Rank hold JMUB as of Q1 2025.

  • Marcum Wealth held 315,774 shares of JPMorgan Municipal ETF worth $15.8M as of Q1 2025.
  • Marcum Wealth sold 17,618 JPMorgan Municipal ETF shares in Q1 2025, an estimated $885K.
  • JPMorgan Municipal ETF made up 1.36% of Marcum Wealth's portfolio in Q1 2025, its #14 holding.
  • Marcum Wealth first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 3 quarters since.
  • Marcum Wealth's JPMorgan Municipal ETF position peaked at $16.7M in Q4 2024.
  • 332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.