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Tradition Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Tradition 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
2024
Q3 		– Sell
-6,688
Closed -$337K – 417
2024
Q2 		$337K Buy
6,688
+2,688
+67% +$135K 0.03% 293
2024
Q1 		$203K Hold
4,000
– – 0.02% 373
2023
Q4 		$204K Hold
4,000
– – 0.02% 322
2023
Q3 		$193K Hold
4,000
– – 0.02% 315
2023
Q2 		$201K Buy
4,000
+2,000
+100% +$101K 0.02% 310
2023
Q1 		$101K Buy
+2,000
New +$101K 0.01% 442

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Tradition Wealth Management's JMUB Position: Q3 2024 in Review

Tradition Wealth Management sold out of JPMorgan Municipal ETF (JMUB) in Q3 2024, closing a stake of 6,688 shares — an estimated $337K sold.

Tradition Wealth Management first reported a position in JMUB in Q1 2023 and held it in 6 quarters. The position peaked at $337K in Q2 2024. 268 funds tracked by Wall St. Rank hold JMUB as of Q3 2024.

  • Tradition Wealth Management reported no remaining JPMorgan Municipal ETF position as of Q3 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 6,688 JPMorgan Municipal ETF shares in Q3 2024, an estimated $337K.
  • Tradition Wealth Management first reported a position in JPMorgan Municipal ETF in Q1 2023 and held it in 6 quarters.
  • Tradition Wealth Management's JPMorgan Municipal ETF position peaked at $337K in Q2 2024.
  • 268 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2024.

Based on Tradition Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.