InterOcean Capital Group’s JPMorgan Municipal ETF JMUB Stock Holding History

InterOcean Capital Group’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 Q1	$245K	Buy	+4,825	New	+$245K	0.01%	419

Other funds holding JMUB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

InterOcean Capital Group's JMUB Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in JPMorgan Municipal ETF (JMUB) in Q1 2024: 4,825 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings.

226 funds tracked by Wall St. Rank hold JMUB as of Q1 2024.

InterOcean Capital Group held 4,825 shares of JPMorgan Municipal ETF worth $245K as of Q1 2024.
JPMorgan Municipal ETF was a new InterOcean Capital Group position in Q1 2024.
JPMorgan Municipal ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #419 holding.
226 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.