Orion Portfolio Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History

Orion Portfolio Solutions’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	$32.4M	Buy	+648,640	New	+$32.6M	0.32%	50

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

Orion Portfolio Solutions's JMUB Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in JPMorgan Municipal ETF (JMUB) in Q1 2025: 648,640 shares worth $32.4M. The stake represents 0.32% of the portfolio and ranks #50 among its holdings.

332 funds tracked by Wall St. Rank hold JMUB as of Q1 2025.

Orion Portfolio Solutions held 648,640 shares of JPMorgan Municipal ETF worth $32.4M as of Q1 2025.
JPMorgan Municipal ETF was a new Orion Portfolio Solutions position in Q1 2025.
JPMorgan Municipal ETF made up 0.32% of Orion Portfolio Solutions's portfolio in Q1 2025, its #50 holding.
332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.