AlphaStar Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

AlphaStar Capital 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
2023 Q1	–	Sell	-30,397	Closed	-$1.54K	–	316
2022 Q4	$1.54K	Sell	30,397 -32,070	-51%	-$1.62M	﹤0.01%	319
2022 Q3	$3.14M	Sell	62,467 -2,910	-4%	-$147K	0.34%	53
2022 Q2	$3.31M	Buy	+65,377	New	+$3.3M	0.31%	60

Other funds holding JMST

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

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

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

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MWA

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

AlphaStar Capital Management's JMST Position: Q1 2023 in Review

AlphaStar Capital Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2023, closing a stake of 30,397 shares — an estimated $1.54K sold.

AlphaStar Capital Management first reported a position in JMST in Q2 2022 and held it in 3 quarters. The position peaked at $3.31M in Q2 2022. 367 funds tracked by Wall St. Rank hold JMST as of Q1 2023.

AlphaStar Capital Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
AlphaStar Capital Management sold 30,397 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2023, an estimated $1.54K.
AlphaStar Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and held it in 3 quarters.
AlphaStar Capital Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.31M in Q2 2022.
367 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2023.

Based on AlphaStar Capital Management's 13F filing for Q1 2023, filed 3 May 2023.