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Woodmont Investment Counsel’s JPMorgan Municipal ETF JMUB Stock Holding History

Woodmont Investment Counsel’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
-7,130
Closed -$354K – 279
2025
Q2 		$354K Hold
7,130
– – 0.02% 225
2025
Q1 		$357K Hold
7,130
– – 0.03% 216
2024
Q4 		$358K Buy
7,130
+984
+16% +$49.8K 0.03% 212
2024
Q3 		$315K Hold
6,146
– – 0.02% 223
2024
Q2 		$310K Buy
+6,146
New +$309K 0.03% 211

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Woodmont Investment Counsel's JMUB Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of JPMorgan Municipal ETF (JMUB) in Q3 2025, closing a stake of 7,130 shares — an estimated $354K sold.

Woodmont Investment Counsel first reported a position in JMUB in Q2 2024 and held it in 5 quarters. The position peaked at $358K in Q4 2024. 393 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

  • Woodmont Investment Counsel reported no remaining JPMorgan Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 7,130 JPMorgan Municipal ETF shares in Q3 2025, an estimated $354K.
  • Woodmont Investment Counsel first reported a position in JPMorgan Municipal ETF in Q2 2024 and held it in 5 quarters.
  • Woodmont Investment Counsel's JPMorgan Municipal ETF position peaked at $358K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

Based on Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.