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Benjamin F. Edwards & Company’s JPMorgan Municipal ETF JMUB Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$802K Sell
15,917
-10
-0.1% -$503 0.01% 584
2024
Q1 		$808K Buy
15,927
+821
+5% +$41.7K 0.01% 555
2023
Q4 		$770K Buy
15,106
+3,726
+33% +$183K 0.02% 547
2023
Q3 		$550K Buy
11,380
+1,192
+12% +$59.2K 0.02% 495
2023
Q2 		$512K Buy
10,188
+106
+1% +$5.33K 0.02% 505
2023
Q1 		$510K Buy
10,082
+1,210
+14% +$60.9K 0.02% 478
2022
Q4 		$441K Buy
8,872
+1,862
+27% +$91.3K 0.02% 493
2022
Q3 		$339K Buy
7,010
+2,469
+54% +$124K 0.02% 522
2022
Q2 		$227K Buy
+4,541
New +$227K 0.01% 645

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Benjamin F. Edwards & Company's JMUB Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its JPMorgan Municipal ETF (JMUB) stake by 0.06% in Q2 2024, selling an estimated $503 and leaving 15,917 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #584.

Benjamin F. Edwards & Company first reported a position in JMUB in Q2 2022 and has held it in 9 quarters since. The position peaked at $808K in Q1 2024. 255 funds tracked by Wall St. Rank hold JMUB as of Q2 2024.

  • Benjamin F. Edwards & Company held 15,917 shares of JPMorgan Municipal ETF worth $802K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 10 JPMorgan Municipal ETF shares in Q2 2024, an estimated $503.
  • JPMorgan Municipal ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #584 holding.
  • Benjamin F. Edwards & Company first reported a position in JPMorgan Municipal ETF in Q2 2022 and has held it in 9 quarters since.
  • Benjamin F. Edwards & Company's JPMorgan Municipal ETF position peaked at $808K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.