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Oak Hill Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$324K Sell
6,421
-29
-0.4% -$1.44K 0.06% 120
2025
Q2 		$319K Sell
6,450
-4,092
-39% -$202K 0.07% 119
2025
Q1 		$527K Buy
10,542
+3,980
+61% +$200K 0.12% 85
2024
Q4 		$329K Buy
+6,562
New +$332K 0.08% 104

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

Oak Hill Wealth Advisors's JMUB Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 0.45% in Q3 2025, selling an estimated $1.44K and leaving 6,421 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #120.

Oak Hill Wealth Advisors first reported a position in JMUB in Q4 2024 and has held it in 4 quarters since. The position peaked at $527K in Q1 2025. 393 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

  • Oak Hill Wealth Advisors held 6,421 shares of JPMorgan Municipal ETF worth $324K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 29 JPMorgan Municipal ETF shares in Q3 2025, an estimated $1.44K.
  • JPMorgan Municipal ETF made up 0.06% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #120 holding.
  • Oak Hill Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 4 quarters since.
  • Oak Hill Wealth Advisors's JPMorgan Municipal ETF position peaked at $527K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.