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Raymond James & Associates’s JPMorgan Municipal ETF JMUB Stock Holding History

Raymond James & Associates’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 		$20.7M Buy
404,255
+115,690
+40% +$5.89M 0.01% 803
2024
Q2 		$14.5M Buy
288,565
+74,287
+35% +$3.74M 0.01% 948
2024
Q1 		$10.9M Sell
214,278
-13,056
-6% -$663K 0.01% 1106
2023
Q4 		$11.6M Buy
227,334
+216,146
+1,932% +$10.6M 0.01% 1015
2023
Q3 		$541K Sell
11,188
-8,025
-42% -$398K ﹤0.01% 2838
2023
Q2 		$965K Buy
19,213
+1,443
+8% +$72.6K ﹤0.01% 2495
2023
Q1 		$900K Sell
17,770
-3,378
-16% -$170K ﹤0.01% 2515
2022
Q4 		$1.05M Buy
+21,148
New +$1.04M ﹤0.01% 2404
2022
Q1 		– Sell
-4,051
Closed -$222K – 4198
2021
Q4 		$222K Buy
+4,051
New +$222K ﹤0.01% 3635

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 $5.08B AUM 25.65% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Raymond James & Associates's JMUB Position: Q3 2024 in Review

Raymond James & Associates increased its JPMorgan Municipal ETF (JMUB) stake by 40% in Q3 2024, buying an estimated $5.89M and bringing the position to 404,255 shares worth $20.7M. The position accounts for 0.01% of the portfolio, ranked #803.

Raymond James & Associates first reported a position in JMUB in Q4 2021 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold JMUB as of Q3 2024.

  • Raymond James & Associates held 404,255 shares of JPMorgan Municipal ETF worth $20.7M as of Q3 2024.
  • Raymond James & Associates bought 115,690 JPMorgan Municipal ETF shares in Q3 2024, an estimated $5.89M.
  • JPMorgan Municipal ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #803 holding.
  • Raymond James & Associates first reported a position in JPMorgan Municipal ETF in Q4 2021 and has held it in 9 quarters since.
  • 268 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.