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Total Clarity Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Total Clarity Wealth 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
2022
Q1 		– Sell
-48
Closed -$3K – 576
2021
Q4 		$3K Buy
48
+1
+2% +$55 ﹤0.01% 878
2021
Q3 		$3K Buy
+47
New +$2.61K ﹤0.01% 893
2021
Q2 		– Sell
-46
Closed -$3K – 471
2021
Q1 		$3K Buy
+46
New +$2.53K ﹤0.01% 757
2020
Q1 		– Sell
-45
Closed -$2K – 368
2019
Q4 		$2K Buy
+45
New +$2.44K ﹤0.01% 656

Other funds holding JMUB

SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Total Clarity Wealth Management's JMUB Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of JPMorgan Municipal ETF (JMUB) in Q1 2022, closing a stake of 48 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in JMUB in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 41 funds tracked by Wall St. Rank hold JMUB as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining JPMorgan Municipal ETF position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 48 JPMorgan Municipal ETF shares in Q1 2022, an estimated $3K.
  • Total Clarity Wealth Management first reported a position in JPMorgan Municipal ETF in Q4 2019 and held it in 4 quarters.
  • Total Clarity Wealth Management's JPMorgan Municipal ETF position peaked at $3K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.