Apexium Financial’s JPMorgan Municipal ETF JMUB Stock Holding History

Apexium Financial’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	$6.39M	Buy	126,612 +117	+0.1%	+$5.81K	0.31%	47
2025 Q2	$6.28M	Sell	126,495 -281	-0.2%	-$13.9K	0.33%	45
2025 Q1	$6.34M	Buy	126,776 +7,265	+6%	+$365K	0.38%	41
2024 Q4	$6.01M	Buy	119,511 +10,354	+9%	+$524K	0.36%	40
2024 Q3	$5.6M	Buy	109,157 +7,858	+8%	+$400K	0.37%	38
2024 Q2	$5.1M	Buy	101,299 +2,239	+2%	+$113K	0.36%	39
2024 Q1	$5.03M	Buy	99,060 +2,035	+2%	+$103K	0.38%	36
2023 Q4	$4.94M	Buy	97,025 +29,219	+43%	+$1.44M	0.36%	39
2023 Q3	$3.28M	Buy	67,806 +9,618	+17%	+$477K	0.33%	41
2023 Q2	$2.92M	Buy	58,188 +11,994	+26%	+$604K	0.26%	46
2023 Q1	$2.34M	Buy	46,194 +28,309	+158%	+$1.43M	0.23%	48
2022 Q4	$889K	Buy	+17,885	New	+$877K	0.09%	90

Other funds holding JMUB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Apexium Financial's JMUB Position: Q3 2025 in Review

Apexium Financial increased its JPMorgan Municipal ETF (JMUB) stake by 0.09% in Q3 2025, buying an estimated $5.81K and bringing the position to 126,612 shares worth $6.39M. The position accounts for 0.31% of the portfolio, ranked #47.

Apexium Financial first reported a position in JMUB in Q4 2022 and has held it in 12 quarters since. 394 funds tracked by Wall St. Rank hold JMUB as of Q3 2025.

Apexium Financial held 126,612 shares of JPMorgan Municipal ETF worth $6.39M as of Q3 2025.
Apexium Financial bought 117 JPMorgan Municipal ETF shares in Q3 2025, an estimated $5.81K.
JPMorgan Municipal ETF made up 0.31% of Apexium Financial's portfolio in Q3 2025, its #47 holding.
Apexium Financial first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 12 quarters since.
394 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.