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NewSquare Capital’s JPMorgan Municipal ETF JMUB Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-193
Closed -$9.58K – 723
2025
Q2 		$9.58K Buy
+193
New +$9.53K ﹤0.01% 657

Other funds holding JMUB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

NewSquare Capital's JMUB Position: Q3 2025 in Review

NewSquare Capital sold out of JPMorgan Municipal ETF (JMUB) in Q3 2025, closing a stake of 193 shares — an estimated $9.58K sold.

NewSquare Capital first reported a position in JMUB in Q2 2025 and held it in 1 quarter. The position peaked at $9.58K in Q2 2025. 393 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

  • NewSquare Capital reported no remaining JPMorgan Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 193 JPMorgan Municipal ETF shares in Q3 2025, an estimated $9.58K.
  • NewSquare Capital first reported a position in JPMorgan Municipal ETF in Q2 2025 and held it in 1 quarter.
  • NewSquare Capital's JPMorgan Municipal ETF position peaked at $9.58K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.