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Seamount Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Seamount Financial Group’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
-4,238
Closed -$214K – 134
2025
Q3 		$214K Buy
+4,238
New +$211K 0.1% 128

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MAS
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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 $374B AUM 17.66% 1-Year Est. Return

Seamount Financial Group's JMUB Position: Q4 2025 in Review

Seamount Financial Group sold out of JPMorgan Municipal ETF (JMUB) in Q4 2025, closing a stake of 4,238 shares — an estimated $214K sold.

Seamount Financial Group first reported a position in JMUB in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 482 funds tracked by Wall St. Rank hold JMUB as of Q4 2025.

  • Seamount Financial Group reported no remaining JPMorgan Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Seamount Financial Group sold 4,238 JPMorgan Municipal ETF shares in Q4 2025, an estimated $214K.
  • Seamount Financial Group first reported a position in JPMorgan Municipal ETF in Q3 2025 and held it in 1 quarter.
  • Seamount Financial Group's JPMorgan Municipal ETF position peaked at $214K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2025.

Based on Seamount Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.