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Patriot Financial Group Insurance Agency’s JPMorgan Municipal ETF JMUB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-385
Closed -$19K – 1211
2022
Q2 		$19K Buy
385
+34
+10% +$1.7K ﹤0.01% 1025
2022
Q1 		$18K Buy
+351
New +$18.6K ﹤0.01% 1123

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CCM
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APP
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WAAG
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RCA
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Patriot Financial Group Insurance Agency's JMUB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Municipal ETF (JMUB) in Q3 2022, closing a stake of 385 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in JMUB in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 54 funds tracked by Wall St. Rank hold JMUB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan Municipal ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 385 JPMorgan Municipal ETF shares in Q3 2022, an estimated $19K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan Municipal ETF in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's JPMorgan Municipal ETF position peaked at $19K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.