Bartlett & Co’s JPMorgan Municipal ETF JMUB Stock Holding History

Bartlett & Co’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 Q4	$1.25M	Buy	+24,425	New	+$1.2M	0.02%	252

Other funds holding JMUB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

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

FMWA

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bartlett & Co's JMUB Position: Q4 2023 in Review

Bartlett & Co opened a new position in JPMorgan Municipal ETF (JMUB) in Q4 2023: 24,425 shares worth $1.25M. The stake represents 0.02% of the portfolio and ranks #252 among its holdings.

203 funds tracked by Wall St. Rank hold JMUB as of Q4 2023.

Bartlett & Co held 24,425 shares of JPMorgan Municipal ETF worth $1.25M as of Q4 2023.
JPMorgan Municipal ETF was a new Bartlett & Co position in Q4 2023.
JPMorgan Municipal ETF made up 0.02% of Bartlett & Co's portfolio in Q4 2023, its #252 holding.
203 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.