Cooper Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Cooper Financial Group’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	-6,530	Closed	-$327K	–	395
2025 Q1	$327K	Buy	6,530 +53	+0.8%	+$2.66K	0.04%	296
2024 Q4	$325K	Buy	6,477 +2,460	+61%	+$125K	0.04%	297
2024 Q3	$206K	Sell	4,017 -3,953	-50%	-$201K	0.03%	371
2024 Q2	$401K	Buy	+7,970	New	+$401K	0.06%	250
2024 Q1	–	Sell	-5,739	Closed	-$292K	–	360
2023 Q4	$292K	Sell	5,739 -17,490	-75%	-$860K	0.05%	273
2023 Q3	$1.12M	Buy	23,229 +937	+4%	+$46.5K	0.27%	86
2023 Q2	$1.12M	Sell	22,292 -3,694	-14%	-$186K	0.28%	84
2023 Q1	$1.32M	Buy	25,986 +1,586	+7%	+$79.8K	0.35%	67
2022 Q4	$1.21M	Buy	+24,400	New	+$1.2M	0.37%	65

Other funds holding JMUB

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

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Bailard Foster City, California $4.91B AUM 31.75% 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

Cooper Financial Group's JMUB Position: Q2 2025 in Review

Cooper Financial Group sold out of JPMorgan Municipal ETF (JMUB) in Q2 2025, closing a stake of 6,530 shares — an estimated $327K sold.

Cooper Financial Group first reported a position in JMUB in Q4 2022 and held it in 9 quarters. The position peaked at $1.32M in Q1 2023. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

Cooper Financial Group reported no remaining JPMorgan Municipal ETF position as of Q2 2025 after selling out during the quarter.
Cooper Financial Group sold 6,530 JPMorgan Municipal ETF shares in Q2 2025, an estimated $327K.
Cooper Financial Group first reported a position in JPMorgan Municipal ETF in Q4 2022 and held it in 9 quarters.
Cooper Financial Group's JPMorgan Municipal ETF position peaked at $1.32M in Q1 2023.
357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on Cooper Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.