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Arete Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Arete Wealth Advisors’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
-75,274
Closed -$3.74M – 692
2022
Q4 		$3.74M Buy
+75,274
New +$3.69M 0.33% 62

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Arete Wealth Advisors's JMUB Position: Q1 2023 in Review

Arete Wealth Advisors sold out of JPMorgan Municipal ETF (JMUB) in Q1 2023, closing a stake of 75,274 shares — an estimated $3.74M sold.

Arete Wealth Advisors first reported a position in JMUB in Q4 2022 and held it in 1 quarter. The position peaked at $3.74M in Q4 2022. 100 funds tracked by Wall St. Rank hold JMUB as of Q1 2023.

  • Arete Wealth Advisors reported no remaining JPMorgan Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 75,274 JPMorgan Municipal ETF shares in Q1 2023, an estimated $3.74M.
  • Arete Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's JPMorgan Municipal ETF position peaked at $3.74M in Q4 2022.
  • 100 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.