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Gratus Capital’s JPMorgan Municipal ETF JMUB Stock Holding History

Gratus Capital’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
Q2 		$706K Buy
14,009
+7,000
+100% +$352K 0.03% 216
2024
Q1 		$356K Buy
7,009
+2,509
+56% +$127K 0.02% 261
2023
Q4 		$229K Buy
+4,500
New +$221K 0.01% 247

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Gratus Capital's JMUB Position: Q2 2024 in Review

Gratus Capital increased its JPMorgan Municipal ETF (JMUB) stake by 100% in Q2 2024, buying an estimated $352K and bringing the position to 14,009 shares worth $706K. The position accounts for 0.03% of the portfolio, ranked #216.

Gratus Capital first reported a position in JMUB in Q4 2023 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold JMUB as of Q2 2024.

  • Gratus Capital held 14,009 shares of JPMorgan Municipal ETF worth $706K as of Q2 2024.
  • Gratus Capital bought 7,000 JPMorgan Municipal ETF shares in Q2 2024, an estimated $352K.
  • JPMorgan Municipal ETF made up 0.03% of Gratus Capital's portfolio in Q2 2024, its #216 holding.
  • Gratus Capital first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 3 quarters since.
  • 255 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.