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Pittenger & Anderson Inc’s JPMorgan Municipal ETF JMUB Stock Holding History

Pittenger & Anderson Inc’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
Q2 		– Sell
-813
Closed -$41.2K – 475
2023
Q1 		$41.2K Buy
+813
New +$40.9K ﹤0.01% 285

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Pittenger & Anderson Inc's JMUB Position: Q2 2023 in Review

Pittenger & Anderson Inc sold out of JPMorgan Municipal ETF (JMUB) in Q2 2023, closing a stake of 813 shares — an estimated $41.2K sold.

Pittenger & Anderson Inc first reported a position in JMUB in Q1 2023 and held it in 1 quarter. The position peaked at $41.2K in Q1 2023. 116 funds tracked by Wall St. Rank hold JMUB as of Q2 2023.

  • Pittenger & Anderson Inc reported no remaining JPMorgan Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 813 JPMorgan Municipal ETF shares in Q2 2023, an estimated $41.2K.
  • Pittenger & Anderson Inc first reported a position in JPMorgan Municipal ETF in Q1 2023 and held it in 1 quarter.
  • Pittenger & Anderson Inc's JPMorgan Municipal ETF position peaked at $41.2K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2023, filed 9 Aug 2023.