Acorn Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Acorn Wealth Advisors’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	-4,267	Closed	-$215K	–	192
2023 Q3	$215K	Sell	4,267 -237	-5%	-$12K	0.14%	167
2023 Q2	$228K	Buy	4,504 +87	+2%	+$4.4K	0.16%	156
2023 Q1	$224K	Buy	4,417 +411	+10%	+$20.8K	0.17%	149
2022 Q4	$202K	Buy	+4,006	New	+$202K	0.15%	153
2022 Q2	–	Sell	-4,540	Closed	-$230K	–	173
2022 Q1	$230K	Buy	4,540 +4	+0.1%	+$203	0.16%	154
2021 Q4	$232K	Buy	4,536 +2	+0%	+$102	0.15%	161
2021 Q3	$232K	Buy	4,534 +393	+9%	+$20.1K	0.16%	151
2021 Q2	$211K	Buy	4,141 +21	+0.5%	+$1.07K	0.15%	156
2021 Q1	$210K	Buy	+4,120	New	+$210K	0.15%	155

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

Acorn Wealth Advisors's JMST Position: Q4 2023 in Review

Acorn Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2023, closing a stake of 4,267 shares — an estimated $215K sold.

Acorn Wealth Advisors first reported a position in JMST in Q1 2021 and held it in 9 quarters. The position peaked at $232K in Q4 2021. 389 funds tracked by Wall St. Rank hold JMST as of Q4 2023.

Acorn Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2023 after selling out during the quarter.
Acorn Wealth Advisors sold 4,267 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2023, an estimated $215K.
Acorn Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 9 quarters.
Acorn Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $232K in Q4 2021.
389 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2023.

Based on Acorn Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.