Marshall Financial Group (Maryland)’s JPMorgan Municipal ETF JMUB Stock Holding History

Marshall Financial Group (Maryland)’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	$1.52M	Hold	30,095	–	–	0.22%	86
2026 Q1	$1.5M	Hold	30,095	–	–	0.24%	78
2025 Q4	$1.52M	Buy	30,095 +5,020	+20%	+$254K	0.29%	73
2025 Q3	$1.27M	Buy	25,075 +4,364	+21%	+$217K	0.25%	96
2025 Q2	$1.03M	Buy	20,711 +7,234	+54%	+$357K	0.2%	118
2025 Q1	$674K	Buy	13,477 +8,491	+170%	+$427K	0.15%	151
2024 Q4	$250K	Buy	+4,986	New	+$252K	0.06%	196

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

Marshall Financial Group (Maryland)'s JMUB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 30,095 shares worth $1.52M. The position accounts for 0.22% of the portfolio, ranked #86.

Marshall Financial Group (Maryland) first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Marshall Financial Group (Maryland) held 30,095 shares of JPMorgan Municipal ETF worth $1.52M as of Q2 2026.
Marshall Financial Group (Maryland) left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
JPMorgan Municipal ETF made up 0.22% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #86 holding.
Marshall Financial Group (Maryland) first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.