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Naviter Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Naviter 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
Q2 		– Sell
-53,848
Closed -$2.69M – 297
2025
Q1 		$2.69M Buy
53,848
+14,374
+36% +$722K 0.33% 77
2024
Q4 		$1.98M Sell
39,474
-5,877
-13% -$298K 0.24% 113
2024
Q3 		$2.33M Buy
45,351
+12,008
+36% +$611K 0.32% 82
2024
Q2 		$1.68M Buy
33,343
+2,123
+7% +$107K 0.25% 116
2024
Q1 		$1.58M Buy
+31,220
New +$1.59M 0.26% 111

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
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 $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Naviter Wealth's JMUB Position: Q2 2025 in Review

Naviter Wealth sold out of JPMorgan Municipal ETF (JMUB) in Q2 2025, closing a stake of 53,848 shares — an estimated $2.69M sold.

Naviter Wealth first reported a position in JMUB in Q1 2024 and held it in 5 quarters. The position peaked at $2.69M in Q1 2025. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

  • Naviter Wealth reported no remaining JPMorgan Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 53,848 JPMorgan Municipal ETF shares in Q2 2025, an estimated $2.69M.
  • Naviter Wealth first reported a position in JPMorgan Municipal ETF in Q1 2024 and held it in 5 quarters.
  • Naviter Wealth's JPMorgan Municipal ETF position peaked at $2.69M in Q1 2025.
  • 357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.