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	-$3.74B	–	692
2022 Q4	$3.74B	Buy	+75,274	New	+$3.69M	0.33%	62

Other funds holding JMUB

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Asio Capital Lexington, Kentucky $712M AUM 21.1% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return