3D Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

3D Asset Management’s Portfolio JMST Stock Details JMST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$7.25M	Buy	142,284 +1,646	+1%	+$84K	2.02%	16
2020 Q2	$7.17M	Sell	140,638 -3,371	-2%	-$171K	2%	15
2020 Q1	$7.26M	Buy	144,009 +5,746	+4%	+$290K	2.16%	14
2019 Q4	$6.98M	Buy	138,263 +45	+0%	+$2.27K	1.62%	17
2019 Q3	$6.97M	Sell	138,218 -2,055	-1%	-$104K	1.66%	17
2019 Q2	$7.07M	Buy	+140,273	New	+$7.07M	1.72%	17

Other funds holding JMST

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

3D Asset Management's JMST Position: Q3 2020 in Review

3D Asset Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.2% in Q3 2020, buying an estimated $84K and bringing the position to 142,284 shares worth $7.25M. The position accounts for 2.02% of the portfolio, ranked #16.

3D Asset Management first reported a position in JMST in Q2 2019 and has held it in 6 quarters since. The position peaked at $7.26M in Q1 2020. 127 funds tracked by Wall St. Rank hold JMST as of Q3 2020.

3D Asset Management held 142,284 shares of JPMorgan Ultra-Short Municipal Income ETF worth $7.25M as of Q3 2020.
3D Asset Management bought 1,646 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2020, an estimated $84K.
JPMorgan Ultra-Short Municipal Income ETF made up 2.02% of 3D Asset Management's portfolio in Q3 2020, its #16 holding.
3D Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 6 quarters since.
3D Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.26M in Q1 2020.
127 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.