AP
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Americana Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Americana Partners’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
2022
Q4 		– Sell
-46,321
Closed -$2.33M – 261
2022
Q3 		$2.33M Sell
46,321
-101,991
-69% -$5.15M 0.42% 75
2022
Q2 		$7.53M Buy
148,312
+2,225
+2% +$112K 1.35% 15
2022
Q1 		$7.4M Sell
146,087
-131,651
-47% -$6.69M 2.27% 8
2021
Q4 		$14.2M Sell
277,738
-35,221
-11% -$1.8M 2.58% 7
2021
Q3 		$16M Sell
312,959
-62,801
-17% -$3.21M 3.86% 4
2021
Q2 		$18.6M Buy
375,760
+162,605
+76% +$8.3M 9.45% 3
2021
Q1 		$10.9M Buy
213,155
+207,685
+3,797% +$10.6M 6.73% 3
2020
Q4 		$279K Sell
5,470
-293
-5% -$14.9K 0.21% 76
2020
Q3 		$293K Buy
+5,763
New +$294K 0.27% 66

Other funds holding JMST

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Northwestern Mutual Wealth Management
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FT
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return