ERn Financial LLC’s JPMorgan Municipal ETF JMUB Stock Holding History

ERn Financial LLC’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	-38,507	Closed	-$1.93M	–	164
2025 Q1	$1.93M	Buy	38,507 +5,628	+17%	+$283K	0.3%	62
2024 Q4	$1.65M	Buy	32,879 +553	+2%	+$28K	0.25%	71
2024 Q3	$1.66M	Sell	32,326 -711	-2%	-$36.2K	0.25%	71
2024 Q2	$1.66M	Buy	33,037 +316	+1%	+$15.9K	0.28%	70
2024 Q1	$1.66M	Buy	32,721 +556	+2%	+$28.2K	0.29%	67
2023 Q4	$1.63M	Buy	32,165 +52	+0.2%	+$2.56K	0.31%	66
2023 Q3	$1.55M	Sell	32,113 -193	-0.6%	-$9.58K	0.34%	63
2023 Q2	$1.62M	Buy	32,306 +162	+0.5%	+$8.15K	0.34%	64
2023 Q1	$1.63M	Buy	+32,144	New	+$1.62M	0.36%	61

Other funds holding JMUB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

ERn Financial LLC's JMUB Position: Q2 2025 in Review

ERn Financial LLC sold out of JPMorgan Municipal ETF (JMUB) in Q2 2025, closing a stake of 38,507 shares — an estimated $1.93M sold.

ERn Financial LLC first reported a position in JMUB in Q1 2023 and held it in 9 quarters. The position peaked at $1.93M in Q1 2025. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

ERn Financial LLC reported no remaining JPMorgan Municipal ETF position as of Q2 2025 after selling out during the quarter.
ERn Financial LLC sold 38,507 JPMorgan Municipal ETF shares in Q2 2025, an estimated $1.93M.
ERn Financial LLC first reported a position in JPMorgan Municipal ETF in Q1 2023 and held it in 9 quarters.
ERn Financial LLC's JPMorgan Municipal ETF position peaked at $1.93M in Q1 2025.
357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on ERn Financial LLC's 13F filing for Q2 2025, filed 17 Jul 2025.