WWM
JMUB icon

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

Windsor 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
2023
Q2 		– Sell
-4,146
Closed -$211K – 167
2023
Q1 		$211K Sell
4,146
-30
-0.7% -$1.51K 0.04% 154
2022
Q4 		$209K Hold
4,176
– – 0.04% 157
2022
Q3 		$203K Buy
4,176
+9
+0.2% +$451 0.05% 148
2022
Q2 		$209K Buy
+4,167
New +$209K 0.05% 149

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Windsor Wealth Management's JMUB Position: Q2 2023 in Review

Windsor Wealth Management sold out of JPMorgan Municipal ETF (JMUB) in Q2 2023, closing a stake of 4,146 shares — an estimated $211K sold.

Windsor Wealth Management first reported a position in JMUB in Q2 2022 and held it in 4 quarters. The position peaked at $211K in Q1 2023. 116 funds tracked by Wall St. Rank hold JMUB as of Q2 2023.

  • Windsor Wealth Management reported no remaining JPMorgan Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Windsor Wealth Management sold 4,146 JPMorgan Municipal ETF shares in Q2 2023, an estimated $211K.
  • Windsor Wealth Management first reported a position in JPMorgan Municipal ETF in Q2 2022 and held it in 4 quarters.
  • Windsor Wealth Management's JPMorgan Municipal ETF position peaked at $211K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2023.

Based on Windsor Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.