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Barber Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Barber Financial Group’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 		$4.74M Buy
93,253
+557
+0.6% +$28.2K 0.83% 19
2022
Q4 		$4.68M Sell
92,696
-5,550
-6% -$280K 1.3% 16
2022
Q3 		$4.94M Buy
98,246
+1,158
+1% +$58.5K 1.44% 11
2022
Q2 		$4.92M Buy
+97,088
New +$4.91M 0.81% 15

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Barber Financial Group's JMST Position: Q1 2023 in Review

Barber Financial Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.6% in Q1 2023, buying an estimated $28.2K and bringing the position to 93,253 shares worth $4.74M. The position accounts for 0.83% of the portfolio, ranked #19.

Barber Financial Group first reported a position in JMST in Q2 2022 and has held it in 4 quarters since. The position peaked at $4.94M in Q3 2022. 366 funds tracked by Wall St. Rank hold JMST as of Q1 2023.

  • Barber Financial Group held 93,253 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.74M as of Q1 2023.
  • Barber Financial Group bought 557 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2023, an estimated $28.2K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.83% of Barber Financial Group's portfolio in Q1 2023, its #19 holding.
  • Barber Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 4 quarters since.
  • Barber Financial Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.94M in Q3 2022.
  • 366 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.