Jones Financial Companies
FLMI icon

Jones Financial Companies’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Jones Financial Companies’s Portfolio FLMI Stock Details FLMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1M Buy
408,435
+155,668
+62% +$3.9M ﹤0.01% 824
2025
Q4 		$6.29M Buy
252,767
+86,395
+52% +$2.15M ﹤0.01% 575
2025
Q3 		$4.11M Buy
166,372
+46,743
+39% +$1.13M ﹤0.01% 626
2025
Q2 		$2.9M Buy
119,629
+72,051
+151% +$1.74M ﹤0.01% 662
2025
Q1 		$1.16M Buy
47,578
+19,176
+68% +$471K ﹤0.01% 804
2024
Q4 		$694K Buy
28,402
+17,266
+155% +$427K ﹤0.01% 865
2024
Q3 		$279K Buy
11,136
+8,759
+368% +$216K ﹤0.01% 1026
2024
Q2 		$58K Buy
+2,377
New +$57.7K ﹤0.01% 1198

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Jones Financial Companies's FLMI Position: Q1 2026 in Review

Jones Financial Companies increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 62% in Q1 2026, buying an estimated $3.9M and bringing the position to 408,435 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Jones Financial Companies first reported a position in FLMI in Q2 2024 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

  • Jones Financial Companies held 408,435 shares of Franklin Dynamic Municipal Bond ETF worth $10.1M as of Q1 2026.
  • Jones Financial Companies bought 155,668 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $3.9M.
  • Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #824 holding.
  • Jones Financial Companies first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.