SAM
JMUB icon

SignalPoint Asset Management’s JPMorgan Municipal ETF JMUB Stock Holding History

SignalPoint Asset Management’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 		$373K Hold
7,440
– – 0.09% 167
2024
Q3 		$381K Buy
7,440
+3,000
+68% +$153K 0.09% 181
2024
Q2 		$224K Hold
4,440
– – 0.06% 236
2024
Q1 		$225K Hold
4,440
– – 0.06% 223
2023
Q4 		$226K Buy
+4,440
New +$218K 0.07% 205

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $104B AUM 28.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SignalPoint Asset Management's JMUB Position: Q4 2024 in Review

SignalPoint Asset Management held its JPMorgan Municipal ETF (JMUB) position steady in Q4 2024 at 7,440 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #167.

SignalPoint Asset Management first reported a position in JMUB in Q4 2023 and has held it in 5 quarters since. The position peaked at $381K in Q3 2024. 318 funds tracked by Wall St. Rank hold JMUB as of Q4 2024.

  • SignalPoint Asset Management held 7,440 shares of JPMorgan Municipal ETF worth $373K as of Q4 2024.
  • SignalPoint Asset Management left its JPMorgan Municipal ETF share count unchanged in Q4 2024.
  • JPMorgan Municipal ETF made up 0.09% of SignalPoint Asset Management's portfolio in Q4 2024, its #167 holding.
  • SignalPoint Asset Management first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 5 quarters since.
  • SignalPoint Asset Management's JPMorgan Municipal ETF position peaked at $381K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.