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McCarthy & Cox’s JPMorgan Municipal ETF JMUB Stock Holding History

McCarthy & Cox’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
-15,520
Closed -$783K – 51
2025
Q3 		$783K Buy
15,520
+1,190
+8% +$59.1K 0.18% 36
2025
Q2 		$711K Buy
14,330
+1,017
+8% +$50.2K 0.19% 34
2025
Q1 		$666K Buy
13,313
+8,750
+192% +$440K 0.29% 30
2024
Q4 		$229K Buy
+4,563
New +$231K 0.08% 59
2024
Q3 		– Sell
-4,744
Closed -$239K – 59
2024
Q2 		$239K Buy
+4,744
New +$239K 0.09% 47

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCarthy & Cox's JMUB Position: Q4 2025 in Review

McCarthy & Cox sold out of JPMorgan Municipal ETF (JMUB) in Q4 2025, closing a stake of 15,520 shares — an estimated $783K sold.

McCarthy & Cox first reported a position in JMUB in Q2 2024 and held it in 5 quarters. The position peaked at $783K in Q3 2025. 482 funds tracked by Wall St. Rank hold JMUB as of Q4 2025.

  • McCarthy & Cox reported no remaining JPMorgan Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 15,520 JPMorgan Municipal ETF shares in Q4 2025, an estimated $783K.
  • McCarthy & Cox first reported a position in JPMorgan Municipal ETF in Q2 2024 and held it in 5 quarters.
  • McCarthy & Cox's JPMorgan Municipal ETF position peaked at $783K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.