Transform Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Transform Wealth’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	$240K	Hold	4,805	–	–	0.01%	227
2024 Q4	$241K	Hold	4,805	–	–	0.01%	236
2024 Q3	$246K	Hold	4,805	–	–	0.02%	192
2024 Q2	$242K	Hold	4,805	–	–	0.02%	193
2024 Q1	$244K	Hold	4,805	–	–	0.02%	197
2023 Q4	$245K	Hold	4,805	–	–	0.02%	215
2023 Q3	$232K	Hold	4,805	–	–	0.02%	221
2023 Q2	$241K	Hold	4,805	–	–	0.02%	232
2023 Q1	$243K	Sell	4,805 -2,835	-37%	-$143K	0.02%	225
2022 Q4	$380K	Buy	+7,640	New	+$375K	0.04%	166

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

Transform Wealth's JMUB Position: Q1 2025 in Review

Transform Wealth held its JPMorgan Municipal ETF (JMUB) position steady in Q1 2025 at 4,805 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #227.

Transform Wealth first reported a position in JMUB in Q4 2022 and has held it in 10 quarters since. The position peaked at $380K in Q4 2022. 332 funds tracked by Wall St. Rank hold JMUB as of Q1 2025.

Transform Wealth held 4,805 shares of JPMorgan Municipal ETF worth $240K as of Q1 2025.
Transform Wealth left its JPMorgan Municipal ETF share count unchanged in Q1 2025.
JPMorgan Municipal ETF made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #227 holding.
Transform Wealth first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 10 quarters since.
Transform Wealth's JPMorgan Municipal ETF position peaked at $380K in Q4 2022.
332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.