Bank of Montreal
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Bank of Montreal’s JPMorgan Municipal ETF JMUB Stock Holding History

Bank of Montreal’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 		– Sell
-21,765
Closed -$1.04M – 4117
2023
Q4 		$1.04M Buy
+21,765
New +$1.07M ﹤0.01% 2022

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 $5.08B AUM 25.65% 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

Bank of Montreal's JMUB Position: Q1 2024 in Review

Bank of Montreal sold out of JPMorgan Municipal ETF (JMUB) in Q1 2024, closing a stake of 21,765 shares — an estimated $1.04M sold.

Bank of Montreal first reported a position in JMUB in Q4 2023 and held it in 1 quarter. The position peaked at $1.04M in Q4 2023. 226 funds tracked by Wall St. Rank hold JMUB as of Q1 2024.

  • Bank of Montreal reported no remaining JPMorgan Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 21,765 JPMorgan Municipal ETF shares in Q1 2024, an estimated $1.04M.
  • Bank of Montreal first reported a position in JPMorgan Municipal ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's JPMorgan Municipal ETF position peaked at $1.04M in Q4 2023.
  • 226 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.