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Warther Private Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Warther Private 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 		– Sell
-5,967
Closed -$299K – 80
2024
Q4 		$299K Hold
5,967
– – 0.1% 62
2024
Q3 		$306K Hold
5,967
– – 0.11% 67
2024
Q2 		$301K Buy
+5,967
New +$300K 0.12% 64

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
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 $4.35B AUM 23.57% 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

Warther Private Wealth's JMUB Position: Q1 2025 in Review

Warther Private Wealth sold out of JPMorgan Municipal ETF (JMUB) in Q1 2025, closing a stake of 5,967 shares — an estimated $299K sold.

Warther Private Wealth first reported a position in JMUB in Q2 2024 and held it in 3 quarters. The position peaked at $306K in Q3 2024. 332 funds tracked by Wall St. Rank hold JMUB as of Q1 2025.

  • Warther Private Wealth reported no remaining JPMorgan Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Warther Private Wealth sold 5,967 JPMorgan Municipal ETF shares in Q1 2025, an estimated $299K.
  • Warther Private Wealth first reported a position in JPMorgan Municipal ETF in Q2 2024 and held it in 3 quarters.
  • Warther Private Wealth's JPMorgan Municipal ETF position peaked at $306K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2025.

Based on Warther Private Wealth's 13F filing for Q1 2025, filed 17 Apr 2025.