FCA
JMUB icon

FinTrust Capital Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

FinTrust Capital Advisors’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 		$728K Buy
14,193
+13,076
+1,171% +$665K 0.12% 144
2024
Q2 		$56.3K Buy
+1,117
New +$56.2K 0.01% 507

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

FinTrust Capital Advisors's JMUB Position: Q3 2024 in Review

FinTrust Capital Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 1,171% in Q3 2024, buying an estimated $665K and bringing the position to 14,193 shares worth $728K. The position accounts for 0.12% of the portfolio, ranked #144.

FinTrust Capital Advisors first reported a position in JMUB in Q2 2024 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold JMUB as of Q3 2024.

  • FinTrust Capital Advisors held 14,193 shares of JPMorgan Municipal ETF worth $728K as of Q3 2024.
  • FinTrust Capital Advisors bought 13,076 JPMorgan Municipal ETF shares in Q3 2024, an estimated $665K.
  • JPMorgan Municipal ETF made up 0.12% of FinTrust Capital Advisors's portfolio in Q3 2024, its #144 holding.
  • FinTrust Capital Advisors first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.