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StrategIQ Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

StrategIQ Financial Group’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 		$723K Buy
+14,180
New +$697K 0.08% 175
2023
Q3 		– Sell
-4,075
Closed -$205K – 308
2023
Q2 		$205K Buy
+4,075
New +$205K 0.02% 297

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

StrategIQ Financial Group's JMUB Position: Q4 2023 in Review

StrategIQ Financial Group opened a new position in JPMorgan Municipal ETF (JMUB) in Q4 2023: 14,180 shares worth $723K. The stake represents 0.08% of the portfolio and ranks #175 among its holdings. This is a return to the name: StrategIQ Financial Group previously reported a position in JMUB as recently as Q2 2023.

StrategIQ Financial Group first reported a position in JMUB in Q2 2023 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold JMUB as of Q4 2023.

  • StrategIQ Financial Group held 14,180 shares of JPMorgan Municipal ETF worth $723K as of Q4 2023.
  • JPMorgan Municipal ETF was a new StrategIQ Financial Group position in Q4 2023.
  • JPMorgan Municipal ETF made up 0.08% of StrategIQ Financial Group's portfolio in Q4 2023, its #175 holding.
  • StrategIQ Financial Group first reported a position in JPMorgan Municipal ETF in Q2 2023 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.