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NorthCrest Asset Manangement’s JPMorgan Municipal ETF JMUB Stock Holding History

NorthCrest Asset Manangement’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
-4,769
Closed -$240K – 832
2025
Q3 		$240K Buy
+4,769
New +$237K 0.01% 675

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 $445B AUM 25.58% 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 $2.73B AUM 32.21% 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 $424B AUM 22.96% 1-Year Est. Return

NorthCrest Asset Manangement's JMUB Position: Q4 2025 in Review

NorthCrest Asset Manangement sold out of JPMorgan Municipal ETF (JMUB) in Q4 2025, closing a stake of 4,769 shares — an estimated $240K sold.

NorthCrest Asset Manangement first reported a position in JMUB in Q3 2025 and held it in 1 quarter. The position peaked at $240K in Q3 2025. 482 funds tracked by Wall St. Rank hold JMUB as of Q4 2025.

  • NorthCrest Asset Manangement reported no remaining JPMorgan Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 4,769 JPMorgan Municipal ETF shares in Q4 2025, an estimated $240K.
  • NorthCrest Asset Manangement first reported a position in JPMorgan Municipal ETF in Q3 2025 and held it in 1 quarter.
  • NorthCrest Asset Manangement's JPMorgan Municipal ETF position peaked at $240K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q4 2025, filed 8 Jan 2026.