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McIlrath & Eck’s JPMorgan Municipal ETF JMUB Stock Holding History

McIlrath & Eck’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
2023
Q4 		– Sell
-2,106
Closed -$102K – 939
2023
Q3 		$102K Buy
+2,106
New +$105K 0.02% 166

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

McIlrath & Eck's JMUB Position: Q4 2023 in Review

McIlrath & Eck sold out of JPMorgan Municipal ETF (JMUB) in Q4 2023, closing a stake of 2,106 shares — an estimated $102K sold.

McIlrath & Eck first reported a position in JMUB in Q3 2023 and held it in 1 quarter. The position peaked at $102K in Q3 2023. 203 funds tracked by Wall St. Rank hold JMUB as of Q4 2023.

  • McIlrath & Eck reported no remaining JPMorgan Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • McIlrath & Eck sold 2,106 JPMorgan Municipal ETF shares in Q4 2023, an estimated $102K.
  • McIlrath & Eck first reported a position in JPMorgan Municipal ETF in Q3 2023 and held it in 1 quarter.
  • McIlrath & Eck's JPMorgan Municipal ETF position peaked at $102K in Q3 2023.
  • 203 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2023.

Based on McIlrath & Eck's 13F filing for Q4 2023, filed 6 Feb 2024.