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Slow Capital’s JPMorgan Municipal ETF JMUB Stock Holding History

Slow Capital’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
2023
Q4 		– Sell
-36,875
Closed -$1.78M – 123
2023
Q3 		$1.78M Sell
36,875
-41,690
-53% -$2.07M 0.33% 93
2023
Q2 		$3.95M Sell
78,565
-31,943
-29% -$1.61M 0.68% 33
2023
Q1 		$5.6M Sell
110,508
-318,335
-74% -$16M 1.05% 22
2022
Q4 		$21.3M Buy
428,843
+16,292
+4% +$799K 4.74% 2
2022
Q3 		$20M Sell
412,551
-56,208
-12% -$2.82M 4.32% 3
2022
Q2 		$23.4M Sell
468,759
-93,951
-17% -$4.7M 5.68% 2
2022
Q1 		$28.9M Buy
562,710
+190,515
+51% +$10.1M 5.41% 2
2021
Q4 		$20.4M Buy
372,195
+26,560
+8% +$1.46M 3.49% 5
2021
Q3 		$19M Buy
345,635
+152,421
+79% +$8.45M 3.48% 3
2021
Q2 		$10.7M Buy
193,214
+144,948
+300% +$7.98M 2.02% 8
2021
Q1 		$2.63M Buy
48,266
+24,945
+107% +$1.37M 0.57% 61
2020
Q4 		$1.28M Buy
23,321
+4,394
+23% +$240K 0.31% 112
2020
Q3 		$1.03M Buy
18,927
+10,980
+138% +$599K 0.28% 117
2020
Q2 		$429K Buy
+7,947
New +$422K 0.13% 138

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Slow Capital's JMUB Position: Q4 2023 in Review

Slow Capital sold out of JPMorgan Municipal ETF (JMUB) in Q4 2023, closing a stake of 36,875 shares — an estimated $1.78M sold.

Slow Capital first reported a position in JMUB in Q2 2020 and held it in 14 quarters. The position peaked at $28.9M in Q1 2022. 203 funds tracked by Wall St. Rank hold JMUB as of Q4 2023.

  • Slow Capital reported no remaining JPMorgan Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • Slow Capital sold 36,875 JPMorgan Municipal ETF shares in Q4 2023, an estimated $1.78M.
  • Slow Capital first reported a position in JPMorgan Municipal ETF in Q2 2020 and held it in 14 quarters.
  • Slow Capital's JPMorgan Municipal ETF position peaked at $28.9M in Q1 2022.
  • 203 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2023.

Based on Slow Capital's 13F filing for Q4 2023, filed 31 Jan 2024.