Acima Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Acima Private Wealth’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
2023 Q4	–	Sell	-18,804	Closed	-$949K	–	252
2023 Q3	$949K	Hold	18,804	–	–	0.42%	56
2023 Q2	$952K	Hold	18,804	–	–	0.46%	54
2023 Q1	$955K	Sell	18,804 -926	-5%	-$46.9K	0.47%	55
2022 Q4	$997K	Sell	19,730 -191	-1%	-$9.63K	0.51%	52
2022 Q3	$1M	Hold	19,921	–	–	0.52%	52
2022 Q2	$1.01M	Sell	19,921 -8,256	-29%	-$417K	0.5%	52
2022 Q1	$1.43M	Sell	28,177 -15,770	-36%	-$801K	0.66%	43
2021 Q4	$2.24M	Buy	43,947 +2,849	+7%	+$145K	0.97%	32
2021 Q3	$2.1M	Buy	41,098 +10,042	+32%	+$513K	0.96%	34
2021 Q2	$1.58M	Sell	31,056 -121	-0.4%	-$6.18K	0.73%	39
2021 Q1	$1.59M	Buy	31,177 +2,085	+7%	+$106K	0.78%	38
2020 Q4	$1.49M	Buy	29,092 +26,956	+1,262%	+$1.38M	0.77%	37
2020 Q3	$109K	Buy	2,136 +1,147	+116%	+$58.5K	0.07%	133
2020 Q2	$50K	Buy	+989	New	+$50.2K	0.03%	160

Other funds holding JMST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Acima Private Wealth's JMST Position: Q4 2023 in Review

Acima Private Wealth sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2023, closing a stake of 18,804 shares — an estimated $949K sold.

Acima Private Wealth first reported a position in JMST in Q2 2020 and held it in 14 quarters. The position peaked at $2.24M in Q4 2021. 389 funds tracked by Wall St. Rank hold JMST as of Q4 2023.

Acima Private Wealth reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2023 after selling out during the quarter.
Acima Private Wealth sold 18,804 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2023, an estimated $949K.
Acima Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and held it in 14 quarters.
Acima Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.24M in Q4 2021.
389 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.