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Milestone Investment Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Milestone Investment Advisors’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 		$545K Buy
10,898
+295
+3% +$15K 0.13% 62
2025
Q4 		$535K Sell
10,603
-1,756
-14% -$88.8K 0.13% 62
2025
Q3 		$624K Sell
12,359
-5,715
-32% -$284K 0.16% 56
2025
Q2 		$897K Buy
18,074
+5,222
+41% +$258K 0.23% 51
2025
Q1 		$643K Buy
12,852
+2,996
+30% +$151K 0.18% 56
2024
Q4 		$494K Buy
9,856
+48
+0.5% +$2.43K 0.13% 59
2024
Q3 		$503K Buy
9,808
+167
+2% +$8.5K 0.14% 59
2024
Q2 		$486K Buy
9,641
+3,522
+58% +$177K 0.13% 56
2024
Q1 		$310K Buy
6,119
+2,000
+49% +$102K 0.08% 67
2023
Q4 		$210K Buy
+4,119
New +$203K 0.06% 69

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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 $45.5B AUM 21.01% 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