Marion Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Marion Wealth 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 Q2	$1.55M	Hold	30,521	–	–	0.31%	72
2026 Q1	$1.53M	Buy	30,521 +2,661	+10%	+$135K	0.34%	69
2025 Q4	$1.41M	Buy	27,860 +3,915	+16%	+$198K	0.31%	71
2025 Q3	$1.21M	Buy	23,945 +2,547	+12%	+$127K	0.29%	72
2025 Q2	$1.06M	Buy	21,398 +5,216	+32%	+$258K	0.27%	72
2025 Q1	$809K	Buy	16,182 +3,642	+29%	+$183K	0.22%	77
2024 Q4	$629K	Buy	12,540 +2,965	+31%	+$150K	0.17%	86
2024 Q3	$491K	Buy	9,575 +2,334	+32%	+$119K	0.13%	92
2024 Q2	$365K	Buy	7,241 +1,339	+23%	+$67.4K	0.11%	96
2024 Q1	$299K	Buy	5,902 +1,734	+42%	+$88.1K	0.09%	103
2023 Q4	$212K	Buy	+4,168	New	+$205K	0.07%	116

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marion Wealth Management's JMUB Position: Q2 2026 in Review

Marion Wealth Management held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 30,521 shares worth $1.55M. The position accounts for 0.31% of the portfolio, ranked #72.

Marion Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Marion Wealth Management held 30,521 shares of JPMorgan Municipal ETF worth $1.55M as of Q2 2026.
Marion Wealth Management left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
JPMorgan Municipal ETF made up 0.31% of Marion Wealth Management's portfolio in Q2 2026, its #72 holding.
Marion Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
510 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.