Jupiter Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Jupiter Wealth Management’s Portfolio PMM Stock Details PMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Hold	20,000	–	–	0.05%	88
2026 Q1	$126K	Buy	+20,000	New	+$125K	0.05%	84
2024 Q3	–	Sell	-20,000	Closed	-$126K	–	104
2024 Q2	$126K	Hold	20,000	–	–	0.07%	89
2024 Q1	$120K	Hold	20,000	–	–	0.06%	92
2023 Q4	$122K	Hold	20,000	–	–	0.07%	80
2023 Q3	$111K	Hold	20,000	–	–	0.07%	81
2023 Q2	$122K	Hold	20,000	–	–	0.1%	64
2023 Q1	$123K	Hold	20,000	–	–	0.11%	62
2022 Q4	$125K	Hold	20,000	–	–	0.12%	55
2022 Q3	$112K	Hold	20,000	–	–	0.11%	64
2022 Q2	$132K	Hold	20,000	–	–	0.12%	62
2022 Q1	$141K	Hold	20,000	–	–	0.09%	78
2021 Q4	$175K	Hold	20,000	–	–	0.09%	83
2021 Q3	$172K	Hold	20,000	–	–	0.08%	90
2021 Q2	$171K	Buy	20,000 +5,000	+33%	+$42.3K	0.08%	85
2021 Q1	$123K	Hold	15,000	–	–	0.06%	83
2020 Q4	$121K	Hold	15,000	–	–	0.07%	72
2020 Q3	$115K	Sell	15,000 -13,120	-47%	-$102K	0.08%	70
2020 Q2	$219K	Hold	28,120	–	–	0.11%	70
2020 Q1	$189K	Hold	28,120	–	–	0.11%	69
2019 Q4	$228K	Buy	28,120 +7,620	+37%	+$60.6K	0.11%	77
2019 Q3	$161K	Hold	20,500	–	–	0.09%	76
2019 Q2	$162K	Hold	20,500	–	–	0.08%	76
2019 Q1	$152K	Buy	+20,500	New	+$148K	0.07%	72

Other funds holding PMM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Wealth Management's PMM Position: Q2 2026 in Review

Jupiter Wealth Management held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 20,000 shares worth $131K. The position accounts for 0.05% of the portfolio, ranked #88.

Jupiter Wealth Management first reported a position in PMM in Q1 2019 and has held it in 24 quarters since. The position peaked at $228K in Q4 2019. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Jupiter Wealth Management held 20,000 shares of Franklin Managed Municipal Income Trust worth $131K as of Q2 2026.
Jupiter Wealth Management left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
Franklin Managed Municipal Income Trust made up 0.05% of Jupiter Wealth Management's portfolio in Q2 2026, its #88 holding.
Jupiter Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q1 2019 and has held it in 24 quarters since.
Jupiter Wealth Management's Franklin Managed Municipal Income Trust position peaked at $228K in Q4 2019.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.