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B. Riley Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

B. Riley Wealth 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
2022
Q2 		– Sell
-9,228
Closed -$464K – 784
2022
Q1 		$464K Buy
+9,228
New +$469K 0.04% 343

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

B. Riley Wealth Management's JMST Position: Q2 2022 in Review

B. Riley Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2022, closing a stake of 9,228 shares — an estimated $464K sold.

B. Riley Wealth Management first reported a position in JMST in Q1 2022 and held it in 1 quarter. The position peaked at $464K in Q1 2022. 302 funds tracked by Wall St. Rank hold JMST as of Q2 2022.

  • B. Riley Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 9,228 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2022, an estimated $464K.
  • B. Riley Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and held it in 1 quarter.
  • B. Riley Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $464K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.