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WNY Asset Management’s JPMorgan Municipal ETF JMUB Stock Holding History

WNY Asset Management’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
Q2 		– Sell
-5,460
Closed -$273K – 230
2025
Q1 		$273K Hold
5,460
– – 0.03% 194
2024
Q4 		$274K Sell
5,460
-3,086
-36% -$156K 0.03% 184
2024
Q3 		$438K Buy
8,546
+156
+2% +$7.94K 0.05% 156
2024
Q2 		$423K Buy
8,390
+1,000
+14% +$50.3K 0.06% 157
2024
Q1 		$375K Buy
7,390
+3,050
+70% +$155K 0.06% 168
2023
Q4 		$221K Buy
+4,340
New +$213K 0.04% 207

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Bank of America
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

WNY Asset Management's JMUB Position: Q2 2025 in Review

WNY Asset Management sold out of JPMorgan Municipal ETF (JMUB) in Q2 2025, closing a stake of 5,460 shares — an estimated $273K sold.

WNY Asset Management first reported a position in JMUB in Q4 2023 and held it in 6 quarters. The position peaked at $438K in Q3 2024. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

  • WNY Asset Management reported no remaining JPMorgan Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • WNY Asset Management sold 5,460 JPMorgan Municipal ETF shares in Q2 2025, an estimated $273K.
  • WNY Asset Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and held it in 6 quarters.
  • WNY Asset Management's JPMorgan Municipal ETF position peaked at $438K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on WNY Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.