HL
JMUB icon

HeadInvest LLC’s JPMorgan Municipal ETF JMUB Stock Holding History

HeadInvest LLC’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
Q1 		– Sell
-5,350
Closed -$293K – 230
2021
Q4 		$293K Buy
+5,350
New +$294K 0.05% 198

Other funds holding JMUB

SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HeadInvest LLC's JMUB Position: Q1 2022 in Review

HeadInvest LLC sold out of JPMorgan Municipal ETF (JMUB) in Q1 2022, closing a stake of 5,350 shares — an estimated $293K sold.

HeadInvest LLC first reported a position in JMUB in Q4 2021 and held it in 1 quarter. The position peaked at $293K in Q4 2021. 41 funds tracked by Wall St. Rank hold JMUB as of Q1 2022.

  • HeadInvest LLC reported no remaining JPMorgan Municipal ETF position as of Q1 2022 after selling out during the quarter.
  • HeadInvest LLC sold 5,350 JPMorgan Municipal ETF shares in Q1 2022, an estimated $293K.
  • HeadInvest LLC first reported a position in JPMorgan Municipal ETF in Q4 2021 and held it in 1 quarter.
  • HeadInvest LLC's JPMorgan Municipal ETF position peaked at $293K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2022.

Based on HeadInvest LLC's 13F filing for Q1 2022, filed 13 May 2022.