Shorepoint Capital Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Shorepoint Capital Partners’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	$7.1M	Buy	+140,638	New	+$6.99M	1.41%	21
2025 Q1	$6.19M	Sell	123,775 -1,780	-1%	-$89.5K	1.4%	21
2024 Q4	$6.3M	Buy	125,555 +6,021	+5%	+$305K	1.44%	21
2024 Q3	$6.13M	Sell	119,534 -5,669	-5%	-$288K	1.4%	23
2024 Q2	$6.31M	Sell	125,203 -591	-0.5%	-$29.7K	1.48%	22
2024 Q1	$6.38M	Buy	125,794 +10,001	+9%	+$508K	1.56%	19
2023 Q4	$5.9M	Buy	+115,793	New	+$5.7M	1.58%	17
2023 Q3	–	Sell	-86,595	Closed	-$4.3M	–	17
2023 Q2	$4.35M	Buy	86,595 +20,508	+31%	+$1.03M	1.23%	30
2023 Q1	$3.35M	Buy	66,087 +22,258	+51%	+$1.12M	0.96%	41
2022 Q4	$2.18M	Buy	43,829 +5,716	+15%	+$280K	0.6%	57
2022 Q3	$1.84M	Buy	38,113 +2,534	+7%	+$127K	0.88%	45
2022 Q2	$1.78M	Buy	+35,579	New	+$1.78M	0.75%	50

Other funds holding JMUB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Shorepoint Capital Partners's JMUB Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in JPMorgan Municipal ETF (JMUB) in Q3 2025: 140,638 shares worth $7.1M. The stake represents 1.41% of the portfolio and ranks #21 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in JMUB as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in JMUB in Q2 2022 and has held it in 12 quarters since. 393 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

Shorepoint Capital Partners held 140,638 shares of JPMorgan Municipal ETF worth $7.1M as of Q3 2025.
JPMorgan Municipal ETF was a new Shorepoint Capital Partners position in Q3 2025.
JPMorgan Municipal ETF made up 1.41% of Shorepoint Capital Partners's portfolio in Q3 2025, its #21 holding.
Shorepoint Capital Partners first reported a position in JPMorgan Municipal ETF in Q2 2022 and has held it in 12 quarters since.
393 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.