3D/L Capital Management’s JPMorgan Municipal ETF JMUB Stock Holding History

3D/L 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
2023 Q4	–	Sell	-50,939	Closed	-$2.46M	–	46
2023 Q3	$2.46M	Buy	+50,939	New	+$2.53M	0.8%	21

Other funds holding JMUB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

3D/L Capital Management's JMUB Position: Q4 2023 in Review

3D/L Capital Management sold out of JPMorgan Municipal ETF (JMUB) in Q4 2023, closing a stake of 50,939 shares — an estimated $2.46M sold.

3D/L Capital Management first reported a position in JMUB in Q3 2023 and held it in 1 quarter. The position peaked at $2.46M in Q3 2023. 203 funds tracked by Wall St. Rank hold JMUB as of Q4 2023.

3D/L Capital Management reported no remaining JPMorgan Municipal ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 50,939 JPMorgan Municipal ETF shares in Q4 2023, an estimated $2.46M.
3D/L Capital Management first reported a position in JPMorgan Municipal ETF in Q3 2023 and held it in 1 quarter.
3D/L Capital Management's JPMorgan Municipal ETF position peaked at $2.46M in Q3 2023.
203 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.