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First Heartland Consultants’s JPMorgan Municipal ETF JMUB Stock Holding History

First Heartland Consultants’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
Q4 		– Sell
-9,763
Closed -$501K – 480
2024
Q3 		$501K Sell
9,763
-110,112
-92% -$5.6M 0.05% 247
2024
Q2 		$6.04K Sell
119,875
-3,440
-3% -$173K 0.42% 47
2024
Q1 		$6.26M Buy
123,315
+97,139
+371% +$4.93M 0.65% 43
2023
Q4 		$1.33M Buy
+26,176
New +$1.29M 0.16% 122

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

First Heartland Consultants's JMUB Position: Q4 2024 in Review

First Heartland Consultants sold out of JPMorgan Municipal ETF (JMUB) in Q4 2024, closing a stake of 9,763 shares — an estimated $501K sold.

First Heartland Consultants first reported a position in JMUB in Q4 2023 and held it in 4 quarters. The position peaked at $6.26M in Q1 2024. 318 funds tracked by Wall St. Rank hold JMUB as of Q4 2024.

  • First Heartland Consultants reported no remaining JPMorgan Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • First Heartland Consultants sold 9,763 JPMorgan Municipal ETF shares in Q4 2024, an estimated $501K.
  • First Heartland Consultants first reported a position in JPMorgan Municipal ETF in Q4 2023 and held it in 4 quarters.
  • First Heartland Consultants's JPMorgan Municipal ETF position peaked at $6.26M in Q1 2024.
  • 318 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.