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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
2026
Q3 		$408K Buy
+8,566
New +$424K 0.03% 289
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Cooper Financial Group's JMUB Position: Q3 2026 in Review

Cooper Financial Group opened a new position in JPMorgan Municipal ETF (JMUB) in Q3 2026: 8,566 shares worth $408K. The stake represents 0.03% of the portfolio and ranks #289 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in JMUB as recently as Q1 2025.

Cooper Financial Group first reported a position in JMUB in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.32M in Q1 2023. 29 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Cooper Financial Group held 8,566 shares of JPMorgan Municipal ETF worth $408K as of Q3 2026.
  • JPMorgan Municipal ETF was a new Cooper Financial Group position in Q3 2026.
  • JPMorgan Municipal ETF made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #289 holding.
  • Cooper Financial Group first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 10 quarters since.
  • Cooper Financial Group's JPMorgan Municipal ETF position peaked at $1.32M in Q1 2023.
  • 29 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.