AF
JMUB icon

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

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MAS
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Cetera Investment Advisers
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Ameriprise
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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