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PFG Investments’s JPMorgan Municipal ETF JMUB Stock Holding History

PFG Investments’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
-6,000
Closed -$300K – 1093
2025
Q1 		$300K Hold
6,000
– – 0.02% 710
2024
Q4 		$301K Hold
6,000
– – 0.02% 708
2024
Q3 		$308K Hold
6,000
– – 0.02% 699
2024
Q2 		$302K Hold
6,000
– – 0.02% 652
2024
Q1 		$304K Buy
+6,000
New +$305K 0.02% 732
2023
Q4 		– Sell
-6,000
Closed -$290K – 513
2023
Q3 		$290K Buy
6,000
+2,000
+50% +$99.3K 0.05% 359
2023
Q2 		$201K Buy
+4,000
New +$201K 0.04% 467

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

PFG Investments's JMUB Position: Q2 2025 in Review

PFG Investments sold out of JPMorgan Municipal ETF (JMUB) in Q2 2025, closing a stake of 6,000 shares — an estimated $300K sold.

PFG Investments first reported a position in JMUB in Q2 2023 and held it in 7 quarters. The position peaked at $308K in Q3 2024. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

  • PFG Investments reported no remaining JPMorgan Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • PFG Investments sold 6,000 JPMorgan Municipal ETF shares in Q2 2025, an estimated $300K.
  • PFG Investments first reported a position in JPMorgan Municipal ETF in Q2 2023 and held it in 7 quarters.
  • PFG Investments's JPMorgan Municipal ETF position peaked at $308K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.