Saxony Capital Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Saxony Capital 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	$267K	Hold	5,267	–	–	0.12%	137
2026 Q1	$263K	Hold	5,267	–	–	0.15%	126
2025 Q4	$266K	Sell	5,267 -2	-0%	-$101	0.16%	120
2025 Q3	$266K	Hold	5,269	–	–	0.18%	117
2025 Q2	$262K	Hold	5,269	–	–	0.2%	100
2025 Q1	$263K	Sell	5,269 -196	-4%	-$9.85K	0.23%	91
2024 Q4	$274K	Hold	5,465	–	–	0.24%	97
2024 Q3	$280K	Hold	5,465	–	–	0.26%	95
2024 Q2	$275K	Hold	5,465	–	–	0.3%	86
2024 Q1	$277K	Buy	+5,465	New	+$278K	0.33%	73

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 22.9% 1-Year Est. Return

Saxony Capital Management's JMUB Position: Q2 2026 in Review

Saxony Capital Management held its JPMorgan Municipal ETF (JMUB) position steady in Q2 2026 at 5,267 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #137.

Saxony Capital Management first reported a position in JMUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $280K in Q3 2024. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Saxony Capital Management held 5,267 shares of JPMorgan Municipal ETF worth $267K as of Q2 2026.
Saxony Capital Management left its JPMorgan Municipal ETF share count unchanged in Q2 2026.
JPMorgan Municipal ETF made up 0.12% of Saxony Capital Management's portfolio in Q2 2026, its #137 holding.
Saxony Capital Management first reported a position in JPMorgan Municipal ETF in Q1 2024 and has held it in 10 quarters since.
Saxony Capital Management's JPMorgan Municipal ETF position peaked at $280K in Q3 2024.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.