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ICA Group Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

ICA Group Wealth 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
Q2 		$58.7K Buy
1,165
+450
+63% +$22.6K 0.04% 226
2024
Q1 		$36.3K Sell
715
-73
-9% -$3.71K 0.01% 626
2023
Q4 		$40.2K Buy
+788
New +$38.8K 0.01% 566
2023
Q3 		– Sell
-173
Closed -$8.69K – 730
2023
Q2 		$8.69K Buy
173
+73
+73% +$3.67K ﹤0.01% 863
2023
Q1 		$5.06K Hold
100
– – ﹤0.01% 948
2022
Q4 		$4.97K Buy
+100
New +$4.9K ﹤0.01% 967

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

ICA Group Wealth Management's JMUB Position: Q2 2024 in Review

ICA Group Wealth Management increased its JPMorgan Municipal ETF (JMUB) stake by 63% in Q2 2024, buying an estimated $22.6K and bringing the position to 1,165 shares worth $58.7K. The position accounts for 0.04% of the portfolio, ranked #226.

ICA Group Wealth Management first reported a position in JMUB in Q4 2022 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold JMUB as of Q2 2024.

  • ICA Group Wealth Management held 1,165 shares of JPMorgan Municipal ETF worth $58.7K as of Q2 2024.
  • ICA Group Wealth Management bought 450 JPMorgan Municipal ETF shares in Q2 2024, an estimated $22.6K.
  • JPMorgan Municipal ETF made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #226 holding.
  • ICA Group Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2022 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.