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Advus Financial Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Advus Financial Partners’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
Q1 		– Sell
-18,365
Closed -$913K – 159
2022
Q4 		$913K Buy
+18,365
New +$900K 0.4% 39

Other funds holding JMUB

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Advus Financial Partners's JMUB Position: Q1 2023 in Review

Advus Financial Partners sold out of JPMorgan Municipal ETF (JMUB) in Q1 2023, closing a stake of 18,365 shares — an estimated $913K sold.

Advus Financial Partners first reported a position in JMUB in Q4 2022 and held it in 1 quarter. The position peaked at $913K in Q4 2022. 100 funds tracked by Wall St. Rank hold JMUB as of Q1 2023.

  • Advus Financial Partners reported no remaining JPMorgan Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Advus Financial Partners sold 18,365 JPMorgan Municipal ETF shares in Q1 2023, an estimated $913K.
  • Advus Financial Partners first reported a position in JPMorgan Municipal ETF in Q4 2022 and held it in 1 quarter.
  • Advus Financial Partners's JPMorgan Municipal ETF position peaked at $913K in Q4 2022.
  • 100 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2023.

Based on Advus Financial Partners's 13F filing for Q1 2023, filed 25 Aug 2026.