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Martin Worley Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Martin Worley Group’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
Q2 		$7.19M Sell
144,916
-6,128
-4% -$303K 3.52% 6
2025
Q1 		$7.55M Buy
151,044
+8,215
+6% +$413K 4.31% 6
2024
Q4 		$7.16M Buy
+142,829
New +$7.23M 4.48% 4

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Martin Worley Group's JMUB Position: Q2 2025 in Review

Martin Worley Group reduced its JPMorgan Municipal ETF (JMUB) stake by 4.1% in Q2 2025, selling an estimated $303K and leaving 144,916 shares worth $7.19M. The position accounts for 3.52% of the portfolio, ranked #6.

Martin Worley Group first reported a position in JMUB in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.55M in Q1 2025. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

  • Martin Worley Group held 144,916 shares of JPMorgan Municipal ETF worth $7.19M as of Q2 2025.
  • Martin Worley Group sold 6,128 JPMorgan Municipal ETF shares in Q2 2025, an estimated $303K.
  • JPMorgan Municipal ETF made up 3.52% of Martin Worley Group's portfolio in Q2 2025, its #6 holding.
  • Martin Worley Group first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's JPMorgan Municipal ETF position peaked at $7.55M in Q1 2025.
  • 357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.