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Signal Advisors Wealth’s JPMorgan Municipal ETF JMUB Stock Holding History

Signal Advisors Wealth’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
Q2 		– Sell
-5,409
Closed -$274K – 194
2024
Q1 		$274K Buy
+5,409
New +$275K 0.07% 242

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

Signal Advisors Wealth's JMUB Position: Q2 2024 in Review

Signal Advisors Wealth sold out of JPMorgan Municipal ETF (JMUB) in Q2 2024, closing a stake of 5,409 shares — an estimated $274K sold.

Signal Advisors Wealth first reported a position in JMUB in Q1 2024 and held it in 1 quarter. The position peaked at $274K in Q1 2024. 255 funds tracked by Wall St. Rank hold JMUB as of Q2 2024.

  • Signal Advisors Wealth reported no remaining JPMorgan Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • Signal Advisors Wealth sold 5,409 JPMorgan Municipal ETF shares in Q2 2024, an estimated $274K.
  • Signal Advisors Wealth first reported a position in JPMorgan Municipal ETF in Q1 2024 and held it in 1 quarter.
  • Signal Advisors Wealth's JPMorgan Municipal ETF position peaked at $274K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2024.

Based on Signal Advisors Wealth's 13F filing for Q2 2024, filed 23 Jul 2024.