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Trust Company of Vermont’s JPMorgan Municipal ETF JMUB Stock Holding History

Trust Company of Vermont’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 		– Sell
-391
Closed -$19.6K – 1068
2024
Q4 		$19.6K Hold
391
– – ﹤0.01% 682
2024
Q3 		$20K Buy
+391
New +$19.9K ﹤0.01% 656

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Envestnet Asset Management
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

Trust Company of Vermont's JMUB Position: Q1 2025 in Review

Trust Company of Vermont sold out of JPMorgan Municipal ETF (JMUB) in Q1 2025, closing a stake of 391 shares — an estimated $19.6K sold.

Trust Company of Vermont first reported a position in JMUB in Q3 2024 and held it in 2 quarters. The position peaked at $20K in Q3 2024. 332 funds tracked by Wall St. Rank hold JMUB as of Q1 2025.

  • Trust Company of Vermont reported no remaining JPMorgan Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 391 JPMorgan Municipal ETF shares in Q1 2025, an estimated $19.6K.
  • Trust Company of Vermont first reported a position in JPMorgan Municipal ETF in Q3 2024 and held it in 2 quarters.
  • Trust Company of Vermont's JPMorgan Municipal ETF position peaked at $20K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2025.

Based on Trust Company of Vermont's 13F filing for Q1 2025, filed 24 Apr 2025.