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

Stratos Wealth Advisors’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
Q1 		– Sell
-39,088
Closed -$1.99M – 702
2023
Q4 		$1.99M Sell
39,088
-2,823
-7% -$139K 0.11% 224
2023
Q3 		$2.03M Sell
41,911
-4,371
-9% -$217K 0.13% 195
2023
Q2 		$2.32M Sell
46,282
-467
-1% -$23.5K 0.16% 168
2023
Q1 		$2.37M Buy
46,749
+6,769
+17% +$341K 0.18% 153
2022
Q4 		$1.99M Buy
39,980
+20,376
+104% +$999K 0.17% 178
2022
Q3 		$949K Buy
+19,604
New +$983K 0.1% 250

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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Stratos Wealth Advisors's JMUB Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of JPMorgan Municipal ETF (JMUB) in Q1 2024, closing a stake of 39,088 shares — an estimated $1.99M sold.

Stratos Wealth Advisors first reported a position in JMUB in Q3 2022 and held it in 6 quarters. The position peaked at $2.37M in Q1 2023. 226 funds tracked by Wall St. Rank hold JMUB as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining JPMorgan Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 39,088 JPMorgan Municipal ETF shares in Q1 2024, an estimated $1.99M.
  • Stratos Wealth Advisors first reported a position in JPMorgan Municipal ETF in Q3 2022 and held it in 6 quarters.
  • Stratos Wealth Advisors's JPMorgan Municipal ETF position peaked at $2.37M in Q1 2023.
  • 226 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.