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Financial Gravity Companies’s JPMorgan Municipal ETF JMUB Stock Holding History

Financial Gravity Companies’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 		$28K Buy
+565
New +$27.9K 0.01% 391
2024
Q4 		$28.3K Hold
565
– – 0.01% 389
2024
Q3 		$29K Buy
+565
New +$28.8K 0.01% 230

Other funds holding JMUB

LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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

Financial Gravity Companies's JMUB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in JPMorgan Municipal ETF (JMUB) in Q2 2025: 565 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JMUB as recently as Q4 2024.

Financial Gravity Companies first reported a position in JMUB in Q3 2024 and has held it in 3 quarters since. The position peaked at $29K in Q3 2024. 357 funds tracked by Wall St. Rank hold JMUB as of Q2 2025.

  • Financial Gravity Companies held 565 shares of JPMorgan Municipal ETF worth $28K as of Q2 2025.
  • JPMorgan Municipal ETF was a new Financial Gravity Companies position in Q2 2025.
  • JPMorgan Municipal ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #391 holding.
  • Financial Gravity Companies first reported a position in JPMorgan Municipal ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's JPMorgan Municipal ETF position peaked at $29K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.