Raymond James Financial Services Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Raymond James Financial Services 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	$46.9M	Buy	914,793 +61,308	+7%	+$3.12M	0.06%	294
2024 Q2	$43M	Buy	853,485 +574,470	+206%	+$28.9M	0.06%	299
2024 Q1	$14.2M	Buy	279,015 +132,054	+90%	+$6.71M	0.02%	651
2023 Q4	$7.49M	Buy	146,961 +82,173	+127%	+$4.04M	0.01%	884
2023 Q3	$3.13M	Buy	64,788 +12,647	+24%	+$628K	0.01%	1248
2023 Q2	$2.62M	Buy	52,141 +23,820	+84%	+$1.2M	﹤0.01%	1371
2023 Q1	$1.43M	Buy	28,321 +9,661	+52%	+$486K	﹤0.01%	1682
2022 Q4	$927K	Buy	18,660 +11,728	+169%	+$575K	﹤0.01%	1885
2022 Q3	$336K	Buy	+6,932	New	+$348K	﹤0.01%	2504

Other funds holding JMUB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Raymond James Financial Services Advisors's JMUB Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 7.2% in Q3 2024, buying an estimated $3.12M and bringing the position to 914,793 shares worth $46.9M. The position accounts for 0.06% of the portfolio, ranked #294.

Raymond James Financial Services Advisors first reported a position in JMUB in Q3 2022 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold JMUB as of Q3 2024.

Raymond James Financial Services Advisors held 914,793 shares of JPMorgan Municipal ETF worth $46.9M as of Q3 2024.
Raymond James Financial Services Advisors bought 61,308 JPMorgan Municipal ETF shares in Q3 2024, an estimated $3.12M.
JPMorgan Municipal ETF made up 0.06% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #294 holding.
Raymond James Financial Services Advisors first reported a position in JPMorgan Municipal ETF in Q3 2022 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.