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Bogart Wealth LLC’s JPMorgan Municipal ETF JMUB Stock Holding History

Bogart Wealth LLC’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
-2
Closed -$99 – 1165
2022
Q4 		$99 Buy
+2
New +$98 ﹤0.01% 985

Other funds holding JMUB

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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bogart Wealth LLC's JMUB Position: Q1 2023 in Review

Bogart Wealth LLC sold out of JPMorgan Municipal ETF (JMUB) in Q1 2023, closing a stake of 2 shares — an estimated $99 sold.

Bogart Wealth LLC first reported a position in JMUB in Q4 2022 and held it in 1 quarter. The position peaked at $99 in Q4 2022. 100 funds tracked by Wall St. Rank hold JMUB as of Q1 2023.

  • Bogart Wealth LLC reported no remaining JPMorgan Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 2 JPMorgan Municipal ETF shares in Q1 2023, an estimated $99.
  • Bogart Wealth LLC first reported a position in JPMorgan Municipal ETF in Q4 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's JPMorgan Municipal ETF position peaked at $99 in Q4 2022.
  • 100 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.