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Atlas Private Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Atlas Private Wealth 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
2024
Q1 		$5.88M Buy
115,801
+5,863
+5% +$298K 2.47% 10
2023
Q4 		$5.6M Buy
+109,938
New +$5.41M 2.63% 8

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Rockefeller Capital Management
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 $5.53B AUM 28.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Atlas Private Wealth Management's JMUB Position: Q1 2024 in Review

Atlas Private Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 5.3% in Q1 2024, buying an estimated $298K and bringing the position to 115,801 shares worth $5.88M. The position accounts for 2.47% of the portfolio, ranked #10.

Atlas Private Wealth Management first reported a position in JMUB in Q4 2023 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold JMUB as of Q1 2024.

  • Atlas Private Wealth Management held 115,801 shares of JPMorgan Municipal ETF worth $5.88M as of Q1 2024.
  • Atlas Private Wealth Management bought 5,863 JPMorgan Municipal ETF shares in Q1 2024, an estimated $298K.
  • JPMorgan Municipal ETF made up 2.47% of Atlas Private Wealth Management's portfolio in Q1 2024, its #10 holding.
  • Atlas Private Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.