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CX Institutional’s JPMorgan Municipal ETF JMUB Stock Holding History

CX Institutional’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
2022
Q3 		– Sell
-2,761
Closed -$138K – 824
2022
Q2 		$138K Buy
+2,761
New +$138K 0.01% 495
2021
Q4 		– Sell
-2,761
Closed -$152K – 648
2021
Q3 		$152K Buy
+2,761
New +$153K 0.01% 385
2021
Q2 		– Sell
-2,761
Closed -$151K – 963
2021
Q1 		$151K Buy
+2,761
New +$152K 0.01% 333

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CX Institutional's JMUB Position: Q3 2022 in Review

CX Institutional sold out of JPMorgan Municipal ETF (JMUB) in Q3 2022, closing a stake of 2,761 shares — an estimated $138K sold.

CX Institutional first reported a position in JMUB in Q1 2021 and held it in 3 quarters. The position peaked at $152K in Q3 2021. 54 funds tracked by Wall St. Rank hold JMUB as of Q3 2022.

  • CX Institutional reported no remaining JPMorgan Municipal ETF position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 2,761 JPMorgan Municipal ETF shares in Q3 2022, an estimated $138K.
  • CX Institutional first reported a position in JPMorgan Municipal ETF in Q1 2021 and held it in 3 quarters.
  • CX Institutional's JPMorgan Municipal ETF position peaked at $152K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.