Morningstar Investment Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Morningstar Investment Services’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	$1.41M	Sell	28,124 -23,502	-46%	-$1.18M	0.26%	84
2024 Q4	$2.59M	Sell	51,626 -355,533	-87%	-$18M	0.24%	94
2024 Q3	$20.9M	Buy	407,159 +7,113	+2%	+$362K	0.21%	100
2024 Q2	$20.2M	Sell	400,046 -2,004	-0.5%	-$101K	0.22%	99
2024 Q1	$20.4M	Sell	402,050 -410,716	-51%	-$20.9M	0.22%	99
2023 Q4	$41.4M	Buy	812,766 +399,905	+97%	+$19.7M	0.23%	96
2023 Q3	$20M	Buy	412,861 +109,876	+36%	+$5.45M	0.26%	94
2023 Q2	$15.2M	Buy	302,985 +9,396	+3%	+$473K	0.2%	106
2023 Q1	$14.8M	Buy	293,589 +7,669	+3%	+$386K	0.2%	101
2022 Q4	$14.3M	Sell	285,920 -4,620	-2%	-$226K	0.19%	105
2022 Q3	$13.9M	Buy	290,540 +127,850	+79%	+$6.41M	0.2%	103
2022 Q2	$8.1M	Sell	162,690 -76	-0%	-$3.81K	0.11%	115
2022 Q1	$8.35M	Buy	+162,766	New	+$8.64M	0.09%	124

Other funds holding JMUB

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Morningstar Investment Services's JMUB Position: Q1 2025 in Review

Morningstar Investment Services reduced its JPMorgan Municipal ETF (JMUB) stake by 46% in Q1 2025, selling an estimated $1.18M and leaving 28,124 shares worth $1.41M. The position accounts for 0.26% of the portfolio, ranked #84.

Morningstar Investment Services first reported a position in JMUB in Q1 2022 and has held it in 13 quarters since. The position peaked at $41.4M in Q4 2023. 332 funds tracked by Wall St. Rank hold JMUB as of Q1 2025.

Morningstar Investment Services held 28,124 shares of JPMorgan Municipal ETF worth $1.41M as of Q1 2025.
Morningstar Investment Services sold 23,502 JPMorgan Municipal ETF shares in Q1 2025, an estimated $1.18M.
JPMorgan Municipal ETF made up 0.26% of Morningstar Investment Services's portfolio in Q1 2025, its #84 holding.
Morningstar Investment Services first reported a position in JPMorgan Municipal ETF in Q1 2022 and has held it in 13 quarters since.
Morningstar Investment Services's JPMorgan Municipal ETF position peaked at $41.4M in Q4 2023.
332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.