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Carmichael Hill & Associates’s JPMorgan Municipal ETF JMUB Stock Holding History

Carmichael Hill & Associates’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
Q3 		$70.4K Hold
1,374
– – 0.03% 314
2024
Q2 		$69.2K Hold
1,374
– – 0.03% 293
2024
Q1 		$69.7K Hold
1,374
– – 0.03% 296
2023
Q4 		$70K Buy
+1,374
New +$67.6K 0.03% 299

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
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 $5.27B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Carmichael Hill & Associates's JMUB Position: Q3 2024 in Review

Carmichael Hill & Associates held its JPMorgan Municipal ETF (JMUB) position steady in Q3 2024 at 1,374 shares worth $70.4K. The position accounts for 0.03% of the portfolio, ranked #314.

Carmichael Hill & Associates first reported a position in JMUB in Q4 2023 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold JMUB as of Q3 2024.

  • Carmichael Hill & Associates held 1,374 shares of JPMorgan Municipal ETF worth $70.4K as of Q3 2024.
  • Carmichael Hill & Associates left its JPMorgan Municipal ETF share count unchanged in Q3 2024.
  • JPMorgan Municipal ETF made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #314 holding.
  • Carmichael Hill & Associates first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.