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Personal CFO Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-33,111
Closed -$1.7M – 548
2024
Q3 		$1.7M Buy
33,111
+7,975
+32% +$406K 0.24% 79
2024
Q2 		$1.27M Buy
25,136
+8,365
+50% +$421K 0.19% 97
2024
Q1 		$851K Buy
16,771
+3,851
+30% +$196K 0.13% 152
2023
Q4 		$658K Buy
+12,920
New +$636K 0.11% 181

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Personal CFO Solutions's JMUB Position: Q4 2024 in Review

Personal CFO Solutions sold out of JPMorgan Municipal ETF (JMUB) in Q4 2024, closing a stake of 33,111 shares — an estimated $1.7M sold.

Personal CFO Solutions first reported a position in JMUB in Q4 2023 and held it in 4 quarters. The position peaked at $1.7M in Q3 2024. 318 funds tracked by Wall St. Rank hold JMUB as of Q4 2024.

  • Personal CFO Solutions reported no remaining JPMorgan Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 33,111 JPMorgan Municipal ETF shares in Q4 2024, an estimated $1.7M.
  • Personal CFO Solutions first reported a position in JPMorgan Municipal ETF in Q4 2023 and held it in 4 quarters.
  • Personal CFO Solutions's JPMorgan Municipal ETF position peaked at $1.7M in Q3 2024.
  • 318 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.