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F.L. Putnam Investment Management’s JPMorgan Municipal ETF JMUB Stock Holding History

F.L. Putnam Investment Management’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 		– Sell
-18,483
Closed -$942K – 497
2023
Q4 		$942K Buy
+18,483
New +$909K 0.02% 262

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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

F.L. Putnam Investment Management's JMUB Position: Q1 2024 in Review

F.L. Putnam Investment Management sold out of JPMorgan Municipal ETF (JMUB) in Q1 2024, closing a stake of 18,483 shares — an estimated $942K sold.

F.L. Putnam Investment Management first reported a position in JMUB in Q4 2023 and held it in 1 quarter. The position peaked at $942K in Q4 2023. 226 funds tracked by Wall St. Rank hold JMUB as of Q1 2024.

  • F.L. Putnam Investment Management reported no remaining JPMorgan Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 18,483 JPMorgan Municipal ETF shares in Q1 2024, an estimated $942K.
  • F.L. Putnam Investment Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and held it in 1 quarter.
  • F.L. Putnam Investment Management's JPMorgan Municipal ETF position peaked at $942K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2024, filed 3 May 2024.