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Sowell Financial Services’s JPMorgan Municipal ETF JMUB Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-9,063
Closed -$459K – 697
2023
Q1 		$459K Buy
+9,063
New +$456K 0.04% 453

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CCM
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IWC
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Sowell Financial Services's JMUB Position: Q2 2023 in Review

Sowell Financial Services sold out of JPMorgan Municipal ETF (JMUB) in Q2 2023, closing a stake of 9,063 shares — an estimated $459K sold.

Sowell Financial Services first reported a position in JMUB in Q1 2023 and held it in 1 quarter. The position peaked at $459K in Q1 2023. 116 funds tracked by Wall St. Rank hold JMUB as of Q2 2023.

  • Sowell Financial Services reported no remaining JPMorgan Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 9,063 JPMorgan Municipal ETF shares in Q2 2023, an estimated $459K.
  • Sowell Financial Services first reported a position in JPMorgan Municipal ETF in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's JPMorgan Municipal ETF position peaked at $459K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.