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Platte River Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Platte River Wealth Advisors’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
Q3 		$7.73M Buy
150,716
+7,875
+6% +$401K 2.07% 14
2024
Q2 		$7.2M Sell
142,841
-10,964
-7% -$552K 2.02% 15
2024
Q1 		$7.8M Buy
153,805
+104,025
+209% +$5.28M 2.22% 14
2023
Q4 		$2.54M Buy
+49,780
New +$2.45M 0.84% 30

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Platte River Wealth Advisors's JMUB Position: Q3 2024 in Review

Platte River Wealth Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 5.5% in Q3 2024, buying an estimated $401K and bringing the position to 150,716 shares worth $7.73M. The position accounts for 2.07% of the portfolio, ranked #14.

Platte River Wealth Advisors first reported a position in JMUB in Q4 2023 and has held it in 4 quarters since. The position peaked at $7.8M in Q1 2024. 268 funds tracked by Wall St. Rank hold JMUB as of Q3 2024.

  • Platte River Wealth Advisors held 150,716 shares of JPMorgan Municipal ETF worth $7.73M as of Q3 2024.
  • Platte River Wealth Advisors bought 7,875 JPMorgan Municipal ETF shares in Q3 2024, an estimated $401K.
  • JPMorgan Municipal ETF made up 2.07% of Platte River Wealth Advisors's portfolio in Q3 2024, its #14 holding.
  • Platte River Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 4 quarters since.
  • Platte River Wealth Advisors's JPMorgan Municipal ETF position peaked at $7.8M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.