Buckingham Capital Management (Ohio)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Buckingham Capital Management (Ohio)’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 Q2	–	Sell	-4,655	Closed	-$236K	–	115
2023 Q1	$236K	Buy	+4,655	New	+$236K	0.04%	102
2022 Q3	–	Sell	-8,035	Closed	-$407K	–	113
2022 Q2	$407K	Sell	8,035 -19,380	-71%	-$979K	0.08%	92
2022 Q1	$1.39M	Sell	27,415 -940	-3%	-$47.8K	0.23%	63
2021 Q4	$1.45M	Buy	+28,355	New	+$1.45M	0.22%	65

Other funds holding JMST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

GSIS

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

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

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

MWA

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s JMST Position: Q2 2023 in Review

Buckingham Capital Management (Ohio) sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2023, closing a stake of 4,655 shares — an estimated $236K sold.

Buckingham Capital Management (Ohio) first reported a position in JMST in Q4 2021 and held it in 4 quarters. The position peaked at $1.45M in Q4 2021. 356 funds tracked by Wall St. Rank hold JMST as of Q2 2023.

Buckingham Capital Management (Ohio) reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2023 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 4,655 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2023, an estimated $236K.
Buckingham Capital Management (Ohio) first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 4 quarters.
Buckingham Capital Management (Ohio)'s JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.45M in Q4 2021.
356 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2023.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q2 2023, filed 11 Jul 2023.