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

Capstone Triton 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
2022 Q1	–	Sell	-4,758	Closed	-$243K	–	111
2021 Q4	$243K	Hold	4,758	–	–	0.49%	72
2021 Q3	$243K	Hold	4,758	–	–	0.15%	108
2021 Q2	$243K	Hold	4,758	–	–	0.15%	106
2021 Q1	$243K	Hold	4,758	–	–	0.16%	98
2020 Q4	$243K	Buy	+4,758	New	+$243K	0.15%	95

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return

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

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 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

Capstone Triton Financial Group's JMST Position: Q1 2022 in Review

Capstone Triton Financial Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2022, closing a stake of 4,758 shares — an estimated $243K sold.

Capstone Triton Financial Group first reported a position in JMST in Q4 2020 and held it in 5 quarters. The position peaked at $243K in Q4 2021. 302 funds tracked by Wall St. Rank hold JMST as of Q1 2022.

Capstone Triton Financial Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2022 after selling out during the quarter.
Capstone Triton Financial Group sold 4,758 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2022, an estimated $243K.
Capstone Triton Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 5 quarters.
Capstone Triton Financial Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $243K in Q4 2021.
302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2022.

Based on Capstone Triton Financial Group's 13F filing for Q1 2022, filed 12 May 2022.