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Private Capital Management (Colorado)’s JPMorgan Municipal ETF JMUB Stock Holding History

Private Capital Management (Colorado)’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 		$716K Buy
14,269
+9,329
+189% +$472K 0.14% 76
2024
Q3 		$253K Buy
4,940
+4,021
+438% +$205K 0.05% 159
2024
Q2 		$46.3K Buy
+919
New +$46.2K 0.01% 190

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

Private Capital Management (Colorado)'s JMUB Position: Q4 2024 in Review

Private Capital Management (Colorado) increased its JPMorgan Municipal ETF (JMUB) stake by 189% in Q4 2024, buying an estimated $472K and bringing the position to 14,269 shares worth $716K. The position accounts for 0.14% of the portfolio, ranked #76.

Private Capital Management (Colorado) first reported a position in JMUB in Q2 2024 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold JMUB as of Q4 2024.

  • Private Capital Management (Colorado) held 14,269 shares of JPMorgan Municipal ETF worth $716K as of Q4 2024.
  • Private Capital Management (Colorado) bought 9,329 JPMorgan Municipal ETF shares in Q4 2024, an estimated $472K.
  • JPMorgan Municipal ETF made up 0.14% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #76 holding.
  • Private Capital Management (Colorado) first reported a position in JPMorgan Municipal ETF in Q2 2024 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.