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Financial Gravity Asset Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Financial Gravity Asset Management’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
Q1 		– Sell
-565
Closed -$28.5K – 958
2025
Q4 		$28.5K Hold
565
– – 0.01% 318
2025
Q3 		$28.5K Buy
+565
New +$28.1K 0.01% 365
2025
Q1 		$28.3K Buy
+565
New +$28.4K 0.01% 422
2024
Q2 		$58K Buy
+1,151
New +$57.9K 0.01% 243

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Gravity Asset Management's JMUB Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of JPMorgan Municipal ETF (JMUB) in Q1 2026, closing a stake of 565 shares — an estimated $28.5K sold.

Financial Gravity Asset Management first reported a position in JMUB in Q2 2024 and held it in 4 quarters. The position peaked at $58K in Q2 2024. 500 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Financial Gravity Asset Management reported no remaining JPMorgan Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Gravity Asset Management sold 565 JPMorgan Municipal ETF shares in Q1 2026, an estimated $28.5K.
  • Financial Gravity Asset Management first reported a position in JPMorgan Municipal ETF in Q2 2024 and held it in 4 quarters.
  • Financial Gravity Asset Management's JPMorgan Municipal ETF position peaked at $58K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.