West Oak Capital’s JPMorgan Municipal ETF JMUB Stock Holding History

West Oak Capital’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	–	Sell	-4,700	Closed	-$2.33K	–	289
2025 Q2	$2.33K	Hold	4,700	–	–	0.09%	116
2025 Q1	$2.35K	Hold	4,700	–	–	0.09%	111
2024 Q4	$2.36M	Buy	4,700 +700	+18%	+$35.4K	0.08%	109
2024 Q3	$2.05K	Hold	4,000	–	–	0.04%	117
2024 Q2	$202K	Hold	4,000	–	–	0.08%	120
2024 Q1	$203K	Hold	4,000	–	–	0.09%	123
2023 Q4	$204K	Buy	4,000 +1,000	+33%	+$49.2K	0.1%	122
2023 Q3	$145K	Buy	3,000 +1,000	+50%	+$49.6K	0.07%	128
2023 Q2	$100K	Buy	2,000 +500	+33%	+$25.2K	0.05%	146
2023 Q1	$75.9K	Hold	1,500	–	–	0.04%	156
2022 Q4	$75K	Hold	1,500	–	–	0.04%	146
2022 Q3	$73K	Hold	1,500	–	–	0.04%	153
2022 Q2	$75K	Hold	1,500	–	–	0.04%	152
2022 Q1	$77K	Sell	1,500 -1,000	-40%	-$53.1K	0.03%	164
2021 Q4	$137K	Hold	2,500	–	–	0.05%	145
2021 Q3	$137K	Buy	2,500 +1,200	+92%	+$66.5K	0.05%	142
2021 Q2	$72K	Hold	1,300	–	–	0.03%	171
2021 Q1	$71K	Hold	1,300	–	–	0.03%	168
2020 Q4	$72K	Hold	1,300	–	–	0.03%	167
2020 Q3	$71K	Hold	1,300	–	–	0.04%	152
2020 Q2	$70K	Hold	1,300	–	–	0.04%	155
2020 Q1	$69K	Hold	1,300	–	–	0.05%	151
2019 Q4	$70K	Buy	1,300 +300	+30%	+$16.3K	0.04%	160
2019 Q3	$54K	Hold	1,000	–	–	0.03%	173
2019 Q2	$53K	Buy	+1,000	New	+$53K	0.03%	174

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

West Oak Capital's JMUB Position: Q3 2025 in Review

West Oak Capital sold out of JPMorgan Municipal ETF (JMUB) in Q3 2025, closing a stake of 4,700 shares — an estimated $2.33K sold.

West Oak Capital first reported a position in JMUB in Q2 2019 and held it in 25 quarters. The position peaked at $2.36M in Q4 2024. 393 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

West Oak Capital reported no remaining JPMorgan Municipal ETF position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 4,700 JPMorgan Municipal ETF shares in Q3 2025, an estimated $2.33K.
West Oak Capital first reported a position in JPMorgan Municipal ETF in Q2 2019 and held it in 25 quarters.
West Oak Capital's JPMorgan Municipal ETF position peaked at $2.36M in Q4 2024.
393 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

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