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Wilmington Savings Fund Society’s JPMorgan Municipal ETF JMUB Stock Holding History

Wilmington Savings Fund Society’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
-4,037
Closed -$200K – 1733
2025
Q2 		$200K Buy
+4,037
New +$199K ﹤0.01% 804

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 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 $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Wilmington Savings Fund Society's JMUB Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of JPMorgan Municipal ETF (JMUB) in Q3 2025, closing a stake of 4,037 shares — an estimated $200K sold.

Wilmington Savings Fund Society first reported a position in JMUB in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 394 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining JPMorgan Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 4,037 JPMorgan Municipal ETF shares in Q3 2025, an estimated $200K.
  • Wilmington Savings Fund Society first reported a position in JPMorgan Municipal ETF in Q2 2025 and held it in 1 quarter.
  • Wilmington Savings Fund Society's JPMorgan Municipal ETF position peaked at $200K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.