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

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 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.