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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 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. 116 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.
  • 116 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.