Cetera Advisor Networks’s JPMorgan Municipal ETF JMUB Stock Holding History

Cetera Advisor Networks’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	$2.06M	Buy	40,677 +10,815	+36%	+$549K	0.01%	1014
2023 Q4	$1.52M	Buy	29,862 +20,111	+206%	+$989K	0.01%	1115
2023 Q3	$472K	Buy	+9,751	New	+$484K	﹤0.01%	1801
2023 Q2	–	Sell	-92,499	Closed	-$4.68M	–	2661
2023 Q1	$4.68M	Buy	92,499 +1,019	+1%	+$51.3K	0.03%	502
2022 Q4	$4.55M	Buy	91,480 +87,090	+1,984%	+$4.27M	0.04%	483
2022 Q3	$213K	Buy	+4,390	New	+$220K	﹤0.01%	1816
2020 Q3	–	Sell	-465	Closed	-$25K	–	2154
2020 Q2	$25K	Buy	+465	New	+$24.7K	﹤0.01%	2274

Other funds holding JMUB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 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 $4.02B AUM 20% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

MIS

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

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Cetera Advisor Networks's JMUB Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan Municipal ETF (JMUB) stake by 36% in Q1 2024, buying an estimated $549K and bringing the position to 40,677 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #1014.

Cetera Advisor Networks first reported a position in JMUB in Q2 2020 and has held it in 7 quarters since. The position peaked at $4.68M in Q1 2023. 226 funds tracked by Wall St. Rank hold JMUB as of Q1 2024.

Cetera Advisor Networks held 40,677 shares of JPMorgan Municipal ETF worth $2.06M as of Q1 2024.
Cetera Advisor Networks bought 10,815 JPMorgan Municipal ETF shares in Q1 2024, an estimated $549K.
JPMorgan Municipal ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1014 holding.
Cetera Advisor Networks first reported a position in JPMorgan Municipal ETF in Q2 2020 and has held it in 7 quarters since.
Cetera Advisor Networks's JPMorgan Municipal ETF position peaked at $4.68M in Q1 2023.
226 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.