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Baker Avenue Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Baker Avenue Asset 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
Q1 		– Sell
-8,909
Closed -$455K – 309
2021
Q4 		$455K Sell
8,909
-1,760
-16% -$89.8K 0.02% 237
2021
Q3 		$544K Buy
+10,669
New +$545K 0.03% 176

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CCWA
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HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Baker Avenue Asset Management's JMST Position: Q1 2022 in Review

Baker Avenue Asset Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2022, closing a stake of 8,909 shares — an estimated $455K sold.

Baker Avenue Asset Management first reported a position in JMST in Q3 2021 and held it in 2 quarters. The position peaked at $544K in Q3 2021. 302 funds tracked by Wall St. Rank hold JMST as of Q1 2022.

  • Baker Avenue Asset Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2022 after selling out during the quarter.
  • Baker Avenue Asset Management sold 8,909 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2022, an estimated $455K.
  • Baker Avenue Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and held it in 2 quarters.
  • Baker Avenue Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $544K in Q3 2021.
  • 302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2022.

Based on Baker Avenue Asset Management's 13F filing for Q1 2022, filed 16 May 2022.