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PFS Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

PFS Partners’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
Q1 		– Sell
-7,582
Closed -$377K – 398
2022
Q4 		$377K Buy
+7,582
New +$372K 0.4% 22

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

PFS Partners's JMUB Position: Q1 2023 in Review

PFS Partners sold out of JPMorgan Municipal ETF (JMUB) in Q1 2023, closing a stake of 7,582 shares — an estimated $377K sold.

PFS Partners first reported a position in JMUB in Q4 2022 and held it in 1 quarter. The position peaked at $377K in Q4 2022. 100 funds tracked by Wall St. Rank hold JMUB as of Q1 2023.

  • PFS Partners reported no remaining JPMorgan Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • PFS Partners sold 7,582 JPMorgan Municipal ETF shares in Q1 2023, an estimated $377K.
  • PFS Partners first reported a position in JPMorgan Municipal ETF in Q4 2022 and held it in 1 quarter.
  • PFS Partners's JPMorgan Municipal ETF position peaked at $377K in Q4 2022.
  • 100 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2023.

Based on PFS Partners's 13F filing for Q1 2023, filed 1 Dec 2023.